We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in research skills with deep understanding of financial markets. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Conduct in-depth research and analysis of publicly traded companies across assigned sectors. Develop financial models and projections to assess companies financial performance, valuation, and growth potential. Prepare detailed research reports, including investment theses, forecasts, and valuations. Monitor industry and economic trends, regulatory changes, and company news affecting the equity markets. Make recommendations for buy, hold, or sell based on quantitative and qualitative analyses. Engage with management teams, industry experts, and attend company meetings, conferences, and other events as required. Collaborate with portfolio managers and other research analysts to support investment strategies. Stay updated on relevant news, earnings reports, and other factors that influence equity prices.

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Facilitating the end-to-end client on-boarding process for Portfolio Management Services (PMS) and AIF products, ensuring that all necessary documentation, regulatory requirements, and compliance checks are met. This includes gathering KYC information, validating client details, and processing applications to provide a smooth onboarding experience. Working closely with branch offices and Sales Relationship Managers to streamline processes and provide necessary support for client servicing. This includes addressing queries, managing documentation, and assisting RMs in addressing client needs effectively to improve customer satisfaction and facilitate smooth transactions. Implementing and managing digital on-boarding tools and platforms to make the process faster, more efficient, and user-friendly for clients. This includes ensuring the digital interface meets regulatory standards, training teams on digital tools, and troubleshooting any technical issues that clients or sales teams may face. Addressing and resolving client inquiries regarding their portfolios, transactions, account details, and general investment information. This requires excellent customer service skills, knowledge of the products offered, and the ability to communicate complex information in a clear and concise manner. Providing support to distributors by addressing their inquiries related to product features, commission structures, compliance requirements, and transaction processes. Managing MIS tasks, including data entry, report generation, and data analysis. Ensuring clients records are up-to-date by regularly conducting re-KYC . Liaising with the Registrar and Transfer Agent (RTA) to facilitate client transactions, folio maintenance, and record updates. Providing essential support for all back-office operations, including transaction processing, documentation, data entry, and administrative tasks.

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Managing external agencies and influencers to ensure seamless collaboration aligned with organizational goals. Identifying opportunities for market expansion, driving brand promotion, visibility, and value creation while crafting compelling product presentations and client communications. Cultivating and leveraging existing media relationships, actively forging new contacts within the business media. Coordinating with PR agencies to flawlessly execute predefined targets and adeptly managing crisis communication strategies to safeguard the organization s reputation. Building and optimizing websites for enhanced online visibility and reach through Search Engine Optimization. Spearheading marketing and product initiatives for the Capital business, orchestrating impactful speaker opportunities and meticulously managing monthly, quarterly, and annual budgets for the marketing department. Successfully secured high-visibility executive speaker opportunities, significantly boosting brand awareness and recognition in the industry. Implemented effective crisis communication strategies, averting potential damage to the organization s reputation. Led marketing campaigns that strengthened the brand image and contributed substantial business revenue growth. Partnered with Media and Industry Bodies for sponsorship Opportunities to create awareness among HNI and UHNI investors.

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. istributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Consistently engaging with corporate entities, family offices, and Ultra High Net Worth Individuals (UHNIs), providing timely updates on product portfolios and performance, while also conducting reviews of current investments. Continuously seeking out new clients and facilitating their onboarding process. Facilitating the active involvement of clients in interactions with Fund Managers. Organizing client sessions with senior management and the fund management team. Establishing connections within the industry to stay informed about relevant business advancements. Regularly disseminating articles to clients pertaining to equity market insights and developments

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office. Distributor s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation. Collaborating with Rm s for client meeting and assisting to resolve problem where product expertise is required Responsible for strategizing, growing, and managing channel partners. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

Strong analytical skills Proven financial analysis skills, including forecasting, peer/industry analysis Excellent teamwork and interpersonal skills Ability to integrate quickly into an established team and collaborate with colleagues and external parties Candidates who possess prior experience in analyzing and rating from non-banking financial companies (NBFCs) are preferred. Credit Research: Conducting comprehensive credit research across sectors, with a particular focus on the BFSI sector. Analysing factors such as management quality, business diversification, financial parameters, and liability profiles to assess creditworthiness. Business Analysis: Analysing business models, identify strengths, weaknesses, risks, and understand revenue models and corporate structures. Rating Analysis: Identify potential upgrade or downgrade candidates and engage with rating agencies, corporates, and market intermediaries as needed. Internal Presentations: Supporting the fund manager in preparation of presentations to the internal investment committee. Portfolio Management: Contribute to overseeing the credit universe, conduct timely reviews, and recommend portfolio actions. Quantitative Modelling: Developing an internal quantitative model to assess portfolio quality and identify potential trigger points for portfolio actions. Team Support: Provide support to the fund manager and fixed income dealer. Ensure PMS strategies align with investment objectives and maintain high performance standards. Operational Management: Independently manage frontline activities, liaise with operations and sales teams, prepare presentations, and collate data.