Lead - Alternate Business (Individual contributor sales role)

Tata Asset Management

10 - 13 years

25 - 35 Lacs

bengaluru

Posted:5 hours ago| Platform:

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Skills Required

sales pms aif portfolio management services mutual funds sales alternative investment fund mf

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Knowledge & Skills Required:

Deep understanding of
Category III AIFs
Strong grasp of
investment products
: equity, debt, derivatives, structured products, REITs, INVITs, commodities
Familiarity with
SEBI regulations
governing AIFs (Categories I, II, III)
Certifications:

NISM VA
and
NISM Series XXI-A & B
NISM Investment Adviser Level 1 & 2 (Series X-A & X-B)

Experience in
selling AIFs and PMS
to:

HNIs, UHNWIs, and PCG clients
PCG distributors, bank and non-bank PCG desks

Strong relationships with Asset Management and securities desks for large banks.
Market intelligence on HNI behavior, preferences, and service providers
Excellent communication, negotiation, and relationship management skills

2. Key Responsibilities:

Drive
sales of Category III AIFs
across HNI and PCG segments
Work closely with
Sales Heads (SHs)
and
Zonal Heads (ZHs)
to generate and close leads across geographies and channels
Build and manage a
pipeline of HNI prospects
through direct engagement and channel partners
Conduct
product presentations, portfolio reviews
, and
investment strategy discussions
with clients and advisors
Ensure
regulatory compliance
and documentation as per SEBI AIF norms
Collaborate with product, compliance, and operations teams to ensure seamless onboarding and servicing
Track competitor offerings and market trends to refine sales strategy
Represent the firm at
industry events, seminars, and investor forums

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