10 Aug
|
Recognized
|
Mumbai
At FYERS, we are
building a next -generation Asset Management platform with a strong focus
on PMS and AIF solutions. This is an exciting opportunity for passionate
business development professionals to work with a trusted brand, innovative
investment strategies, and a fast -growing distribution network. A frontline,
target -driven role for someone who genuinely understands capital markets and
equities, can hold their own in a conversation with seasoned investors &
advisors and has the hunting instinct to open new relationships. It is equally
about depth of knowledge and quality of relationships.
Key Expectation:
- Acquire and grow a
book of HNI, Ultra -HNI, Institutional investors for our PMS and AIF offerings.
- Build and manage
partnerships with distribution channels like Wealth Management Firms, IFAs, RIAs,
Family Offices, Private Banks etc.
- Develop deep,
long -term relationships rooted in a client -centric, advisory approach —
understanding goals, risk appetite, and portfolio fit before recommending
solutions.
- Drive net sales and
AUM growth in line with agreed targets, with clear ownership of your pipeline
from lead to closure.
- Stay sharp on
markets, the equity landscape, peer products, regulations and the broader
alternatives ecosystem to bring that perspective into client conversations.
- Maintain accurate
pipeline, activity and reporting discipline in the CRM.
- Drive periodic
roadshows, webinars and investor education sessions.
- Operate fully within regulatory
guidelines and internal compliance standards at all times.
Required Skills & Qualifications:
- 7–10 years of experience in sales or
distribution of similar products — PMS, AIF, SIF, Mutual
Funds or other wealth/investment solutions — Ideally within an AMC, wealth management
firm or registered investment advisor.
- Demonstrable
track record of acquiring and growing relationships with HNI/UHNI clients,
family offices, distributors or institutions.
- Strong,
genuine understanding of capital markets and equities — not surface -level
product talk.
- Stellar
interpersonal, negotiation, presentation, and communication skills with High ownership, integrity with the maturity to
operate independently in a target -driven workplace.
- A
genuine client -centric approach — puts suitability and trust ahead of the quick
sale.
- Graduate
/ Postgraduate in Finance, Commerce, Business, or a related field. MBA / CFA /
CA is an added advantage.
- NISM
certifications relevant to PMS/AIF distribution preferred; Willingness to
obtain required certifications if not already held.
Why Join FYERS Asset
Management: