Posted:2 days ago|
Platform:
On-site
Full Time
Proven experience in selling PMS (Portfolio Management Services), AIFs, and other investment products
Strong network of HNI/UHNI investors and distribution partners
In-depth understanding of PMS regulatory framework and investment strategies
Excellent communication, presentation, and client relationship management skills
Strategic thinking and ability to grow AUM through advisory-led sales
Drive PMS sales and grow AUM through distributor networks, wealth partners, and direct HNI channels
Identify and onboard new clients and partners while strengthening existing relationships
Conduct regular product presentations and training for internal RMs and external partners
Act as a subject matter expert on PMS products, addressing client queries and service issues
Coordinate with investment and operations teams to ensure smooth client onboarding and servicing
Monitor market trends, regulatory changes, and competitor strategies to provide business insights
Meet revenue, acquisition, and client engagement targets in line with organisational goals
SPHINX SOLUTIONS PRIVATE LIMITED
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