Vice President / President - Sales | PMS, AIF, RIA
Vacancy : 1 position each for 3 locations as under
Locations:
(1) Mumbai (Western Line & South Mumbai)
(2) Pune
Experience:
Job Summary:
Mutual Fund Distributors, IFAs, Channel Partners, Family Offices, HNIs and UHNIs
This is a senior, target-driven role for a professional capable of independently building distribution relationships, activating channel partners and closing large-ticket investments.
Key Responsibilities:
- Build and expand a strong network of
MFDs, IFAs, Wealth Advisors and Channel Partners
. - Identify, acquire, onboard and activate high-potential distribution partners.
- Drive AUM mobilisation and revenue across
PMS, RIA and AIF products
. - Increase partner productivity, wallet share, repeat business and sales conversions.
- Develop relationships with
Family Offices, HNIs, UHNIs, Corporate Treasuries and institutional investors
. - Generate direct and bulk investment business through existing relationships and personal networks.
- Conduct partner meetings, product presentations, investment discussions and business reviews.
- Maintain a healthy sales pipeline and monitor partner activation, conversion, AUM and revenue.
- Represent Ckredence at distributor meets, investor forums, networking events and industry conferences.
- Strengthen the company's brand presence and market penetration across Mumbai and Maharashtra.
Candidate Profile:
- 10 to 12+ years of experience in
AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory
. - Strong and active network of MFDs, IFAs and Channel Partners across Western Mumbai and South Mumbai.
- Proven track record in distributor acquisition, partner activation and AUM mobilisation.
- Strong understanding of PMS, RIA, AIF and investment products.
- Existing relationships with Family Offices, HNIs and UHNIs will be a major advantage.
- Ability to independently source, negotiate and close large-ticket investment business.
- Strong communication, presentation, negotiation and relationship-management skills.
- Entrepreneurial, self-driven and highly target-oriented.
- Graduate in any discipline; MBA/PGDM in Finance or Marketing preferred.
What We Offer:
- Attractive fixed salary
- Performance-linked incentives
Perpetual trail commission
ESOPs for deserving candidates
Sales partner role with direct access to the top management
Apply Now:
