Manager Channel Sales (IFA/MFD) For PMS and Mutual funds Hireginie Talent Cloud

2.0 - 7.0 years

5 - 15 Lacs

hyderabad, rajkot, surat

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Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Posted 22 hours ago

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Sr. Manager/ Chief Manager/ AVP- Wealth Management Profex Tech

7.0 - 12.0 years

15 - 20 Lacs

noida, kolkata, delhi / ncr

Work from Office

Role & responsibilities Develop tailored financial solutions. Engage clients with timely updates. Acquire new clients via networking and referrals. Grow AUM through strong relationships. Review and rebalance portfolios. Cross-sell wealth products (MFs, PMS, AIFs, FDs, Insurance). Share market insights and research. Coordinate marketing activities. Ensure compliance and proper documentation. Preferred candidate profile Experience: 7-12 years in Wealth Management, Financial Planning, or Investment Advisory Certifications: AMFI / NISM certifications preferred (not mandatory but an added advantage) Product Knowledge: Hands-on experience with Mutual Funds, PMS, AIFs, Insurance, Fixed Deposits , a...

Posted Date not available

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