Territory Sales Lead

Jainam

Pune District

On-site

INR 4,000,000 - 7,000,000

Full time

14 days+

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Job summary

Jainam Broking Limited, a fast-growing financial services firm, seeks a senior leader to scale PMS and AIF distribution across multiple geographies. You will drive channel expansion, partner engagement, AUM mobilization, and revenue growth through IFAs, MFDs, RIAs, and wealth partners.

Collaborate with Product, Investment, Operations, Marketing and Compliance to ensure executable plans, monitor pipeline, and deliver against AUM targets with a focus on governance and client outcomes.

Qualifications

MBA/PGDM (Finance/Marketing) preferred; NISM/CFP/CFA/CA adds advantage.
8–15 years of experience in PMS, AIF, mutual funds, wealth management, or asset management with channel development expertise.

Responsibilities

Acquire, empanel, activate, and manage distribution and channel partners.
Achieve AUM, revenue, and business growth targets.
Drive PMS & AIF sales through IFAs, MFDs, RIAs, Wealth Managers, Family Offices, and National Distributors.
Develop and strengthen relationships with key channel partners to maximize business opportunities.
Conduct product presentations, distributor meets, webinars, and investor awareness programs.
Generate HNI/UHNI business through the distribution ecosystem.
Collaborate with Product, Investment, Operations, Marketing, and Compliance teams for seamless execution.
Monitor sales pipeline, partner productivity, MIS, and business performance.

Skills

Channel development

Distributor acquisition

AUM mobilization

PMS knowledge

AIF knowledge

Relationship management

Negotiation

Presentation

Education

MBA/PGDM (Finance/Marketing)

Tools

CRM

MS Office

Job description

About the Company

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

About the Role

Lead the growth of our PMS & AIF Distribution business by driving distribution acquisition, channel expansion, AUM mobilization, and strategic partner engagement across the assigned geography.

Be a part of our growth journey and lead the expansion of a high-performing PMS & AIF Distribution business.

Responsibilities

Acquire, empanel, activate, and manage distribution and channel partners.
Achieve AUM, revenue, and business growth targets.
Drive PMS & AIF sales through IFAs, MFDs, RIAs, Wealth Managers, Family Offices, and National Distributors.
Develop and strengthen relationships with key channel partners to maximize business opportunities.
Conduct product presentations, distributor meets, webinars, and investor awareness programs.
Generate HNI/UHNI business through the distribution ecosystem.
Collaborate with Product, Investment, Operations, Marketing, and Compliance teams for seamless execution.
Monitor sales pipeline, partner productivity, MIS, and business performance.

Qualifications

Qualification: MBA/PGDM (Finance/Marketing) preferred. NISM/CFP/CFA/CA will be an added advantage.
Experience: 8–15 years in PMS, AIF, Mutual Funds, Wealth Management, Asset Management, or Investment Product Distribution, with a proven track record in channel development, distributor acquisition, and AUM mobilization

Required Skills

Strong understanding of PMS, AIF, Mutual Funds, and Capital Markets
Proven expertise in channel development, relationship management, and business development
Excellent leadership, negotiation, presentation, and stakeholder management skills
Strong analytical ability with proficiency in CRM and MS Office

Preferred Skills