Family Office Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; Presencial; INR 350.000 - 550.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. in Ahmedabad seeks a seasoned sales professional to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.

You will leverage mutual fund relationships to cross-sell offerings and build strong, long-term partnerships with institutional clients. Collaborating with investment and product teams, you will tailor solutions to client objectives, deliver high-quality presentations and investment proposals,

Responsabilidades

• Promote PMS products to corporates, family offices, and HNIs; build and deepen institutional relationships; present investment proposals.

Descripción del empleo

Key Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs. Leverage existing relationships in the mutual fund space to cross-sell product offerings. Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals. Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals. Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively. Collaborate with the investment and product teams for tailor solutions that meet client investment objectives. Maintain accurate client interaction records and track pipeline progress using CRM tools. Drive revenue growth and contribute to the companys overall AUM and profitability targets.