Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in ahmedabad
>
Indihire Consultants
>
Wealth Sales - PMS & AIF (Asset Management Company)

Wealth Sales - PMS & AIF (Asset Management Company)

Indihire Consultants

10 - 15 years

25 - 37 Lacs

ahmedabad delhi / ncr mumbai (all areas)

Posted:1 day ago| Platform:

Apply

Skills Required

pms sales aif sales investment sales wealth management private banking investment advisory wealth sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Overview

Sales role in the Wealth(Direct)

pure wealth sales role

Key Responsibilities:-

Engage with
HNI & UHNI clients, Family Offices
and offer
MF / PMS / AIF
investment solutions
Drive
PMS & AIF sales
from the AMC’s product basket
Build, manage and grow long-term client relationships
Acquire new clients through
referrals and networking
Deepen existing relationships and increase
share of wallet
Provide regular portfolio reviews and market insights to clients
Maintain highest standards of
client servicing and compliance

Mandatory Experience & Criteria (Strict):-

10+ years of overall Wealth / Investment Sales experience
Minimum 5+ years of mandatory PMS & AIF sales experience
Strong
B2C sales background
Experience from
AMCs / Wealth Management firms / Private Banks
preferred
Must be a
polished candidate with excellent communication & executive presence
Branch Manager / Retail Branch Sales profiles – NOT eligible

Skills & Competencies:-

Strong relationship management with
HNI / UHNI clients
In-depth understanding of
financial & alternate investment products
Ability to consistently exceed client expectations
Excellent communication, presentation & stakeholder management skills

Education

MBA (Finance – Full Time)
or
CA / CFA / CFP

Note for Candidates

relevant PMS & AIF sales exposure

More Jobs at Indihire Consultants

Senior - Technical Recruiter (C2H Hiring)

new delhi, bengaluru, delhi / ncr

5.0 - 10.0 yrs

INR 5 - 10 Lacs

Business Development Manager

noida, gurugram, delhi / ncr

5.0 - 8.0 yrs

INR 5 - 12 Lacs

Wealth Sales - PMS & AIF (Asset Management Company)

ahmedabad, delhi / ncr, mumbai (all areas)

10.0 - 15.0 yrs

INR 25 - 37 Lacs

Debt Credit Analyst- Mumbai || CA/CFA Required

mumbai

2.0 - 6.0 yrs

INR 9 - 19 Lacs

It Recruiter

hyderabad, bengaluru

6.0 - 10.0 yrs

INR 8 - 14 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.