- 10-12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory.
- Strong and active MFD, IFA and Channel Partner network, particularly across Ahmedabad.
- Proven track record in distributor acquisition, partner activation and AUM mobilisation.
- Experience in direct HNI/UHNI, Family Office and large-ticket investment business will be preferred.
- Candidates with an established network and proven business mobilisation track record should be prioritised.
Roles:
- Build and expand a robust network of MFDs, IFAs, Wealth Advisors and Channel Partners.
- Identify, acquire, onboard and activate high-potential distribution partners.
- Drive AUM mobilisation and revenue across PMS, RIA and AIF products.
- Increase partner productivity, wallet share, repeat business and sales conversions.
- Develop relationships with Family Offices, HNIs, UHNIs, Corporate Treasuries and institutional investors.
- Generate direct and bulk investment business through existing relationships and personal networks.
- Conduct partner meetings, product presentations, investment discussions and business reviews.
- Maintain a healthy sales pipeline and monitor partner activation, conversion, AUM and revenue.
- Represent the company at distributor meets, investor forums, networking events and industry conferences.
- Strengthen the company’s brand presence and market penetration across Ahmedabad.
Qualification:
- Graduate in any discipline.
- MBA/PGDM in Finance or Marketing preferred.
📌 Vice President-Wealth Management-Ahmedabad-15 LPA (India)
🏢 Rishi Jobs
📍 India
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