PMS Sales - Business Development Manager

Ventura Securities Ltd; Thane; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Ventura Securities Ltd in Thane, Maharashtra seeks a PMS Manager (Business Development) with a strong track record in expanding distribution networks for AMC/PMS/Wealth management. The role requires 5+ years in BD with delivery responsibility at state/region level.

Responsibilities include empaneling distributors nationwide, building lasting relationships, conducting PMS presentations and events across India, aligning with the investment team, and producing MIS reports while ensuring SEBI

Qualifications

• 5+ years of experience in AMC / PMS / AIF / Wealth Management sales or distribution development.
• Proven success onboarding a wide spectrum of distributors, from large national players to regional IFAs.
• Willingness to travel nationwide for distributor engagement.
• Strong understanding of PMS product positioning, SEBI regulations, and investor behaviour.
• Experience in B2C client marketing would be an added advantage.

Responsibilities

• Empanel and engage with distributors nationwide to expand PMS reach.
• Build and maintain high-quality long-term distributor relationships to drive inflows and growth.
• Conduct PMS presentations, product training, and distributor events across India.
• Collaborate with the PMS investment team to align distributor efforts with fund performance and strategy.
• Track AUM growth, distributor performance, and provide MIS reports for management review.
• Ensure SEBI compliance in all distributor interactions.
• Lead small-scale festive branding/communication campaigns to engage distributors and clients.

Skills

Distributor onboarding

Relationship management

Presentation skills

Networking

Education

MBA / CFA preferred

Finance / Business background

Job description

Role - PMS Manager (Business Development)
Department- PMS

Location- Thane, MAH

Experience Required: 5+ years in an AMC/PMS/Wealth Management firm in a Business Development role with a track record on expansion of Distribution Networks. Essentially with delivery responsibility for a state / region.

Key Responsibilities :

• Empanel and engage with distributors nationwide, including national distributors, regional IFAs, wealth managers, and RIAs, to expand PMS reach.
• Build and maintain high-quality long-term distributor relationships to drive consistent inflows and business growth.
• Conduct PMS presentations, product training, and distributor events/roadshows across India.
• Collaborate with the PMS investment team to ensure distributors are aligned with fund performance, positioning, and strategy.
• Track AUM growth, distributor performance, and provide structured MIS/business reports for management review.
• Ensure adherence to SEBI regulations and internal compliance in all distributor interactions.
• Lead small-scale festive branding/communication campaigns to enhance distributor and client engagement.

Required Qualifications & Skills:

• Graduate/Postgraduate in Finance, Business Management, or related fields; MBA /CFA preferred.
• 510 years of experience in AMC / PMS / AIF / Wealth Management sales or
• distribution development.
• Proven success in onboarding a wide spectrum of distributors, from large national
• players to regional IFAs. Some exposure in B2C client marketing would be an added advantage.
• Strong understanding of PMS product positioning, SEBI regulations, and HNI/UHNI investment behaviour.
• Excellent networking, presentation, and relationship management skills.
• Flexibility and willingness to travel frequently nationwide for distributor engagement.