Senior Manager - Direct Sales

Ppfas Asset Management; Bengaluru; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

PPFAS Asset Management invites an experienced Senior Manager for Direct Channel Sales in Bengaluru. The role emphasizes managing HNI client relationships, delivering tailored investment solutions, and expanding branch growth across the region.

The ideal candidate should have 10+ years in financial services with strong knowledge of mutual funds, equities, and debt instruments, plus leadership capability and NISM certification. Kannada & Hindi language skills are required.

Qualifications

• Minimum of 10 years in financial services focusing on direct sales, mutual funds, and relationship management.
• Its a Team Managerial role with at least 2 years of managing a small team.

Responsibilities

• Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
• Identify client needs and provide customized advice on mutual fund products, equity, and debt instruments.
• Proactively prospect and onboard new HNI clients through leads, networking, and referrals.
• Develop and implement strategies to grow the client base in South Mumbai (region focus).
• Drive sales of mutual fund products by aligning them with client goals.

Skills

Relationship management

Negotiation

Client acquisition

Team leadership

Education

MBA

NISM Certification

Job description

Job Description for Senior Manager

Direct Channel Sales- Bengaluru

About Our Company

PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory rm incorporated in 1992. PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://amc.ppfas.com/about-us

Job Summary

This role will be responsible for managing and prospecting high-net-worth individual (HNI) clients, leveraging existing client relationships, and developing new business opportunities in the Bengaluru . The role involves building and maintaining a robust client portfolio while ensuring high levels of service and delivering tailored investment solutions. The position will also oversee the growth and development of branches in the region as well as PAN India positioning the candidate as a key second-in-command within the organization

Job Description

• a) Manage and deepen relationships with existing HNI clients by offering comprehensive financial solutions.
• b) Identify client needs and provide customized advice on mutual fund products, equity markets, and debt instruments.
• c) Act as a trusted advisor, ensuring a high level of client satisfaction and retention.
• d) Prospect and onboard new HNI clients through lead generation, networking, and referrals.
• e) Develop and implement strategies to grow the client base in South Mumbai.
• f) Drive sales of mutual fund products by effectively communicating their benefits and aligning them with client goals.
• g) Manage sales and operations for the Mumbai region, ensuring alignment with organisational objectives.
• h) Stay updated on the latest mutual fund products, equity, and debt market trends.
• i) Educate clients on market opportunities and assist them in making informed investment decisions.
• j) Serve as a second-in-command, supporting decision-making and contributing to organizational growth initiatives.

Qualication & Experience

Minimum of 10 years in the financial services industry, with a strong focus on direct sales, mutual funds, and relationship management.

Its a Team Managerial role at least 2 years of managing a small team will ideal

Graduate/ MBA & should be NISM Certified.

In-depth knowledge of mutual fund products, equity markets, and debt instruments.

Strong client acquisition and relationship management capabilities.

Exceptional communication, negotiation, and leadership skills.

Local Language Kannada & Hindi is must

Job Location

Bengaluru

CTC Bracket

As per market standards