15 Oct
|
Ventura Securities
|
Thane
15 Oct
Ventura Securities
Thane
Role - PMS Manager (Business Development)
Department- PMS
Location- Thane, MAH
Experience Required: 5+ years in an AMC/PMS/Wealth Management firm in a Business Development role with a track record on expansion of Distribution Networks. Essentially with delivery responsibility for a state / region.
Key Responsibilities :
- Empanel and engage with distributors nationwide, including national distributors, regional IFAs, wealth managers, and RIAs, to expand PMS reach.
- Build and maintain high-quality long-term distributor relationships to drive consistent inflows and business growth.
- Conduct PMS presentations, product training, and distributor events/roadshows across India.
- Collaborate with the PMS investment team to ensure distributors are aligned with fund performance, positioning, and strategy.
- Track AUM growth, distributor performance, and provide structured MIS/business reports for management review.
- Ensure adherence to SEBI regulations and internal compliance in all distributor interactions.
- Lead small-scale festive branding/communication campaigns to enhance distributor and client engagement.
Required Qualifications & Skills:
- Graduate/Postgraduate in Finance, Business Management, or related fields; MBA /CFA preferred.
- 510 years of experience in AMC / PMS / AIF / Wealth Management sales or
- distribution development.
- Proven success in onboarding a wide spectrum of distributors, from large national
- players to regional IFAs. Some exposure in B2C client marketing would be an added advantage.
- Solid understanding of PMS product positioning, SEBI regulations, and HNI/UHNI investment behaviour.
- Excellent networking, presentation, and relationship management skills.
- Flexibility and willingness to travel frequently nationwide for distributor engagement.
📌 PMS Sales - Business Development Manager (Thane)
🏢 Ventura Securities
📍 Thane