Family Office Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 1,200,000 - 1,900,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai seeks a sales professional to plan and execute a comprehensive sales strategy for PMS products targeting corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.

You will leverage mutual fund relationships to cross-sell offerings and deepen institutional client engagements. You will deliver high‑quality presentations, stay ahead of market and regulatory trends, collaborate with investment and product teams to tailor

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.

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.