Sales & Business Development - AIF/PMS - Bangalore

Zenith HR Solutions; Bengaluru Urban; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Zenith HR Solutions is evaluating a Sales & Business Development professional for a Bangalore role focused on PMS and AIF products with a strong track record in sales and distribution.

The incumbent will drive fund mobilisation, build relationships with wealth managers and distributors, and expand presence across wealth and distribution channels in Karnataka and beyond.

Qualifications

• 7–10+ years of relevant experience in Asset Management / PMS / AIF / Mutual Funds.
• Strong track record in sales, distribution and business development.
• Candidates with existing relationships across wealth managers, distributors, IFAs/MFDs, private banks and HNI channels will be preferred.
• Prior experience in PMS/AIF sales or high-ticket investment-product distribution would be an advantage.
• Strong understanding of equity markets, investment products and market trends.
• Demonstrated ability to achieve sales and AUM mobilisation targets.
• Strong communication, presentation, relationship-management and negotiation skills.
• Ability to work independently in a fast-paced, growth-oriented environment.

Responsibilities

• Drive sales and business development for PMS and AIF investment products.
• Build, manage and nurture relationships with existing distributors, wealth partners and clients.
• Identify potential distributors and clients and drive new partner acquisition and empanelment.
• Develop and execute strategic sales plans to achieve business and mobilisation targets.
• Expand the organisation's presence across relevant wealth, HNI and distribution channels.
• Conduct product discussions and presentations with distributors, partners and prospective clients.
• Work closely with internal teams on sales presentations, product communication and relevant collaterals.
• Track market developments and equity-market trends to enable effective conversations with partners and investors.

Skills

Sales

Distribution

Business development

Relationship management

Job description

Sales & Business Development - AIF/PMS - Bangalore

Bangalore North, India

Position-Sales & Business Development – PMS / AIF

Industry: Asset Management / PMS / AIF Location: Bangalore Experience: 7–10+ years Organisation: Confidential – Leading Asset Management Firm

About the Opportunity

We are partnering with a fast-growing investment management firm with a strong presence in the Indian asset management space. The organisation manages investment solutions across Portfolio Management Services (PMS), Alternative Investment Funds (AIFs) and other investment/advisory offerings , catering to HNIs, family offices, institutions and sophisticated investors.

As part of its continued growth, the organisation is looking to strengthen its Sales & Business Development team in Bangalore.

Role Summary

The incumbent will be responsible for driving business growth and fund mobilisation for the organisation's PMS and AIF investment products , while building and strengthening relationships across the wealth and distribution ecosystem.

The role requires a strong combination of business development, distributor relationship management, investment-product knowledge and equity-market understanding.

Key Responsibilities

• Drive sales and business development for PMS and AIF investment products.
• Build, manage and nurture relationships with existing distributors, wealth partners and clients.
• Identify potential distributors and clients and drive new partner acquisition and empanelment.
• Develop and execute strategic sales plans to achieve business and mobilisation targets.
• Expand the organisation's presence across relevant wealth, HNI and distribution channels.
• Conduct product discussions and presentations with distributors, partners and prospective clients.
• Work closely with internal teams on sales presentations, product communication and relevant collaterals.
• Track market developments and equity-market trends to enable effective conversations with partners and investors.

Ideal Candidate Profile

• 7–10+ years of relevant experience in Asset Management / PMS / AIF / Mutual Funds.
• Strong track record in sales, distribution and business development.
• Candidates with existing relationships across wealth managers, distributors, IFAs/MFDs, private banks and HNI channels will be preferred.
• Prior experience in PMS/AIF sales or high-ticket investment-product distribution would be an advantage.
• Strong understanding of equity markets, investment products and market trends.
• Demonstrated ability to achieve sales and AUM mobilisation targets.
• Strong communication, presentation, relationship-management and negotiation skills.
• Ability to work independently in a fast-paced, growth-oriented environment.

What We Are Looking For

We would particularly like to connect with professionals who have:

• A strong Bangalore/Karnataka distributor and wealth network
• Demonstrable AUM/fund mobilisation track record
• Good understanding of equity-oriented investment products
• An entrepreneurial and relationship-driven approach to business development

Requirements

• Total AUM of the Current Organisation
• Total AUM Size handled independently
• Product Handled
• Which Geography do you manage?
• Years of Experience in AIF/PMS/MF industry