- Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs. • Leverage existing relationships in the mutual fund space to cross-sell product offerings. • Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals. • Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals. • Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively. • Collaborate with the investment and product teams for tailor solutions that meet client investment objectives. • Maintain accurate client interaction records and track pipeline progress using CRM tools. • Drive revenue growth and contribute to the companys overall AUM and profitability targets.
📌 Family Office Sales (Hyderabad)
🏢 Intellectual Capital HR Consulting
📍 Hyderabad
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