Job Description

Job Title: Area Sales Head for a wealth management service provider Job Location: Surat Products PMS, RIA -Model Portfolio, PMS - Advisory, Small Case Etc Job Summary This position focuses on expanding business through targeting Ultra-HNIs, family offices, and selling a comprehensive suite of financial services, including Portfolio Management Services, Registered Investment Advisory (RIA), and model portfolio offerings. The role requires effective leadership, strategic planning, and relationship management to achieve ambitious sales targets. Sales Focus Area: Ahmedabad to Vapi What You Will Work On Client Relationship Management: Establish and maintain strong relationships with high-net-worth clients, institutional investors, and strategic partners. Ensure client satisfaction by understanding their financial goals and providing tailored PMS solutions. Sales Target Achievement Achieve sales targets and closely monitor progress toward meeting and exceeding them. Traveling to potential and existing customers within an assigned sales area to present company offerings and build brand awareness. Develop and execute plans to enter new markets or territories. Compliance And Risk Management Ensure that the sales adhere to all relevant regulatory and compliance requirements in the PMS industry. Mitigate risks associated with sales activities. Sales Analytics And Reporting Implement sales analytics tools to track performance metrics and generate reports for senior management. Use data-driven insights to make informed decisions and optimize sales strategies. Budget Management Develop and manage the sales budget efficiently. Monitor expenses and ensure cost-effective operations. Qualifications And Requirements Master\'s degree in Business Administration, Finance, Marketing, or a related field (MBA or CA or CFA is preferred) with total 5-7 years and Minimum 4 years of sales experience in financial services like retail banks, investing fintech\'s, AMCs etc Proven experience in a senior sales management role within the finance industry, with a focus on Ultra-HNI client acquisition, and sales of Portfolio Management Services, RIA, and model portfolios, regulatory aand compliance requirements. Proficiency in sales software and CRM systems. Willingness to travel as needed to engage with partners and clients. Excellent communication skills with deep knowledge of either mutual funds or stocks or PMS Ability to explain complex investment methodology to clients in simple terms High ownership and strong stakeholder management skills (both internal and external)

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