Job Requirements:

• MBA from a reputed B-School. CA / CFA / CFP and AMFI Certification are a plus.
• Minimum 10+ years of sales experience in SEBI-regulated PMS / AIF, and mutual funds / wealth management setups.
• Knowledge of wealth products distribution ecosystem.
• Should be ell connected with the wealth RMs/MFDs for the distribution of our products.
• Knowledge and ability to connect with family offices in Tamil Nadu.
• Ability to travel to rest of Tamil Nadu to meet wealth/MFDs.
• Should be able to work with central/regional team for account opening in PMS/AIFs.
• Good understanding of equity and articulation of our investment philosophy.
• Excellent verbal, written communication, and presentation skills.
• Strong leadership, people management skills, and prior experience in managing Institutional / HNI / UHNI clients.

Job Responsibilities:

• Develop & implement sales strategy, expand and promote distribution network, and collaborate with internal departments to achieve organizational target.
• Acquire direct clients in target markets, drive sales, and increase market share.
• Lead the state-wide sales efforts, provide guidance, support, and direction to the sales function.
• Regularly visit and communicate with institutional clients and all categories of distributors across Tamil Nadu, to maintain strong relationships.
• Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand the reach of the mutual funds and enhance competitive positioning.
• Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.

10 -18 years of experience in SEBI-regulated PMS / AIF, and mutual funds / wealth management setups to develop & implement sales strategy, expand and promote distribution network.