Abouts Us:
Summit Kailash is a leading, independent India advisory and wealth management group providing capital raising and liquidity solutions.
Location: South Mumbai
Role Overview:
We are hiring an experienced sales professional to expand our HNI/UHNI, family office and distribution-partner relationships across India. The focus is public equity solutions, namely Mutual Funds and Portfolio Management Services (PMS). You will work with a wide range of investors and build deep knowledge of equity strategies and wealth products.
Key Responsibilities:
• Source, build and manage relationships with HNIs, UHNIs, family offices and distribution partners for Mutual Fund and PMS solutions.
• Achieve assigned targets for client acquisition and AUM.
• Pitch investment solutions, presenting track records of schemes and strategies against benchmarks and peers.
• Prepare PowerPoint presentations and sales materials for client and partner meetings.
• Coordinate portfolio data, performance data and documentation from AMCs and PMS managers for due diligence and onboarding.
• Analyse and monitor schemes and strategies on performance, portfolio composition and risk metrics.
• Run regular client engagement, including portfolio reviews and market updates.
• Ensure all sales activity complies with SEBI and AMFI regulations.
Qualifications:
• Postgraduate in Commerce, or CA / CFA / MBA (Finance) from a reputed institution.
Experience and Skills:
• Minimum 3 years of direct sales experience in Mutual Funds, PMS, Insurance, Wealth Management or Private Banking, with a proven record of meeting sales and AUM/premium targets. Freshers will not be considered.
• Strong knowledge of equity markets and of Mutual Fund and PMS products.
• Excellent presentation and communication skills.
• An existing network of HNIs, family offices or distribution partners is a solid advantage.
• Proficiency in Microsoft Office and comfort with technology.