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 Pune and Maharashtra. 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 solid 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 Pune and Maharashtra. Qualification:
Graduate in any discipline. MBA/PGDM in Finance or Marketing preferred.
📌 Vice President-Wealth Management-Pune-15 LPA
🏢 Rishi Jobs
📍 Pune
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