Family Office Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a high-performing sales professional to promote PMS products to corporates, family offices, treasuries, institutional investors, and HNIs/UHNIs.

You will leverage mutual fund relationships to cross-sell offerings and deepen institutional client engagements. You will prepare compelling investment proposals, stay informed on market trends, and collaborate with investment and product teams to deliver tailored solutions.

Qualifications

• Experience in selling PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
• Ability to leverage mutual fund relationships to cross-sell offerings.
• Proven track record of building and deepening institutional client relationships.

Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
• Cross-sell product offerings by leveraging existing relationships in the mutual fund space.
• Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.
• Collaborate with investment and product teams for tailor-made solutions meeting client objectives.
• Maintain accurate client interaction records and track pipeline progress using CRM tools.
• Drive revenue growth and contribute to AUM and profitability targets.

Skills

Sales strategy

CRM management

Client relationships

Presentation skills

Market analysis

Tools

CRM tools

Job description

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.