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

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

Education:

Best in industry, as per company standards

Location: Hyderabad/Rajkot/Surat/Baroda

About the Role :

Key Responsibilities

• Assist Zonal/Regional Heads in identifying and acquiring new clients.
• Drive business development through financial intermediaries such as advisors, wealth managers, bankers, family offices, and national distributors.
• Nurture and deepen relationships with existing and prospective clients.
• Explain product offerings and provide timely and accurate information to clients.
• Present macroeconomic updates, both domestic and global, to clients and channel partners.
• Generate incremental AUM via new client acquisition, referrals, and self-sourcing.
• Promote and cross-sell a range of PMS and AIF products from the client's basket.
• Proactively recommend strategies and build tailored investment portfolios for clients.
• Periodically review client portfolios to ensure alignment with evolving goals.
• Understand stock selection frameworks and articulate the investment philosophy to clients.
• Analyze client requirements and offer appropriate investment strategies.
• Keep abreast of market trends and sectoral developments to offer insightful perspectives.
• Deliver exceptional client service and ensure seamless execution.
• Share regular market updates, insights, and trends to enhance the client experience.
  

Key Skills Required

Functional Skills:

• Strong networking and relationship-building skills.
• Business development and client servicing expertise.
• Ability to present and articulate investment strategies clearly.
  

Behavioral Traits:

• Excellent communication. (English and/or regional language)
• High levels of integrity and self-motivation.
• Leadership mindset and collaborative approach.
• Strong interpersonal and analytical skills.
• Eagerness to learn and grow within the organization.