AVP/VP- Sales

Position: AVP/ VP- Sales

Location: Chennai

Desired Profile :

MBA from a reputed B-School. CA / CFA / CFP and AMFI Certification are a plus.

Minimum 10+ years of sales experience in SEBI-regulated PMS / AIF, and mutual funds / wealth management setups.

Knowledge of wealth products distribution ecosystem.

Should be ell connected with the wealth RMs/MFDs for the distribution of our products.

Knowledge and ability to connect with family offices in Tamil Nadu.

Ability to travel to rest of Tamil Nadu to meet wealth/MFDs.

Should be able to work with central/regional team for account opening in PMS/AIFs.

Good understanding of equity and articulation of our investment philosophy.

Excellent verbal, written communication, and presentation skills.

Strong leadership, people management skills, and prior experience in managing Institutional / HNI / UHNI clients.

Key Responsibilities :

Develop & implement sales strategy, expand and promote distribution network, and collaborate with internal departments to achieve organizational target.

Acquire direct clients in target markets, drive sales, and increase market share.

Lead the state-wide sales efforts, provide guidance, support, and direction to the sales function.

Regularly visit and communicate with institutional clients and all categories of distributors across Tamil Nadu, to maintain strong relationships.

Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand the reach of the mutual funds and enhance competitive positioning.

Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.