Key Responsibilities
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 Lucknow (India)
🏢 Intellectual Capital HR Consulting
📍 India
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