Position: AVP / Manager PMS Business Development

Location: Mumbai (Pan-India coverage)

Experience Required: Minimum 5 years in an AMC/PMS/Wealth Management firm in a Business Development role with a track record on Expansion of Distribution Networks.

(Essentially with delivery responsibility for a state / region.)

About the Role :

We are a Portfolio Management Services (PMS) team within one of India's leading stock broking companies. Having grown organically through existing clients, we are now scaling through the distributor ecosystem. We seek an ambitious professional who will be based at

our Mumbai / Thane Head Office and lead distributor onboarding and engagement across India. The role will focus primarily on strengthening business development and distributor relations, with limited involvement in running small, targeted branding campaigns.

Key Responsibilities :

• Empanel and engage with distributors nationwide, including national distributors,

regional IFAs, wealth managers, and RIAs, to expand PMS reach.

• Build and maintain high-quality long-term distributor relationships to drive consistent

inflows and business growth.

• Conduct PMS presentations, product training, and distributor events/roadshows

across India.





• Collaborate with the PMS investment team to ensure distributors are aligned with

fund performance, positioning, and strategy.

• Track AUM growth, distributor performance, and provide structured MIS/business

reports for management review.

• Ensure adherence to SEBI regulations and internal compliance in all distributor

interactions.

• Lead small-scale festive branding/communication campaigns to enhance distributor

and client engagement.

Required Qualifications :

• Graduate/Postgraduate in Finance, Business Management, or related fields; MBA /CFA preferred.

• 5-10 years of experience in AMC / PMS / AIF / Wealth Management sales or distribution development.

• Proven success in onboarding a wide spectrum of distributors, from large national players to regional IFAs. Some exposure in B2C client marketing would be an added advantage.

• Solid understanding of PMS product positioning, SEBI regulations, and HNI/UHNI

investment behaviour.

• Excellent networking, presentation, and relationship management skills.

• Flexibility and willingness to travel frequently nationwide for distributor engagement.

📌 PMS Manager Business Development (Thane)
🏢 Ventura Securities
📍 Thane