Job Description Job Description – Channel Sales – PMS Distribution N Location: Mumbai N Industry: Wealth Management / Asset Management N Company: Leading Portfolio Management Services (PMS) Firm with ₹3,000+ Crores AUM N About the Company NOur client is a leading Portfolio Management Services (PMS) organization managing over ₹3,000 Crores in Assets Under Management (AUM). The firm is known for its robust investment philosophy, strong performance track record, and a growing distribution footprint across India. N Role Summary nWe are seeking a dynamic and result-oriented Channel Sales skilled to drive business growth through Wealth Counters, Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), National Distributors (NDs), and other wealth distribution partners across Mumbai and surrounding markets. NThe incumbent will be responsible for building strong relationships with channel partners, driving product penetration, and achieving AUM mobilization targets for the PMS business. N Key Responsibilities Nn Develop and manage relationships with Wealth Counters, IFAs, MFDs, National Distributors, and other third-party distribution channels. N Drive sales and AUM mobilization for the PMS offerings across assigned territories. N Conduct regular partnermeetings, investor awareness programs, and product presentations.



N Identify and onboard new distribution partners to expand market reach. N Work closely with investment and product teams to effectively position PMS solutions to channel partners and end investors. N Ensure high levels of engagement and activation among existing partners. N Monitor market trends, competitor activities, and investor preferences to develop effective sales strategies. N Achieve monthly, quarterly, and annual business targets. N Maintain robust compliance and regulatory adherence in all distribution activities. Nn Desired Candidate Profile Nn 4–12 years of experience in Channel Sales within Wealth Management, Asset Management, PMS, Mutual Funds, AIF, or Financial Services. N Strong network among IFAs, MFDs, Wealth Counters, National Distributors, and private wealth ecosystems in Mumbai. N Proven track record of achieving business and AUM targets. N Excellent relationship management, communication, and presentation skills. N Understanding of PMS products, capital markets, and investment solutions is preferred. N NISM certifications would be an added advantage. Nn Educational Qualification Nn Graduate/Postgraduate in any discipline. N MBA/PGDM in Finance or Marketing preferred. Nn Compensation NBest in industry and aligned with the candidate's experience and business delivery capabilities. N

📌 Channel Sales - Pms & Aif Distribution (Maharashtra)
🏢 Intellectual Capital HR Consulting
📍 Maharashtra