Job Title: Associate Vice President – PMS Acquisition

Location: Bangalore

Certifications: NISM Series XXI-A – Portfolio Managers Examination certification (active, current, and verifiable).

Experience:

- 8-12 years of experience in wealth management, private banking, broking, AMC distribution, or financial services.
- Minimum 4 years of experience leading and managing sales or client acquisition teams.
- Experience handling HNI and UHNI clients and managing complex investment conversations.
- Strong understanding of PMS, AIFs, Mutual Funds, and structured investment products.

About the Role:

We are looking for a high-performing Associate Vice President – PMS Acquisition to lead and scale our PMS acquisition sales team. This is a hands-on sales leadership role with end-to-end ownership of the pod's business targets, team performance, client acquisition, and AUM onboarding. The ideal candidate will have a strong background in wealth management, private banking, or financial services, with proven experience in building and leading high-performing sales teams. As the Pod Leader, you will drive the entire acquisition funnel, from qualified meetings and prospect engagement to conversions and AUM onboarding. You will be responsible for building a strong sales culture, improving team productivity, managing business performance, and ensuring consistent delivery against revenue and AUM targets. We are looking for a leader who is commercially driven, data-oriented, hands-on with sales closures, and capable of building a high-performance team.

Key Responsibilities:

1. Sales Leadership & Team Performance:

- Lead the PMS acquisition team and drive achievement of business targets, conversions, and AUM onboarding.
- Establish daily, weekly, and monthly performance reviews, pipeline discussions, and sales planning.
- Monitor individual RM performance through defined KPIs and performance scorecards.
- Coach team members on prospect engagement, objection handling, negotiation, and deal closures.
- Drive a high-performance sales culture through motivation, accountability, and continuous feedback.

2. Team Building & Talent Development:

- Lead recruitment, selection, onboarding, and development of Relationship Managers.




- Build structured 30-60-90-day onboarding and performance development plans.
- Identify capability gaps and provide targeted coaching to improve individual productivity.
- Conduct regular performance evaluations and manage underperformance through structured improvement plans.
- Build a strong talent pipeline to support business growth and team expansion.

3. Business & P&L; Management:

- Own the pod's business performance, including AUM acquisition, revenue, productivity, and cost of acquisition.
- Drive incentive planning, team productivity, and resource allocation.
- Monitor lead distribution and RM capacity to ensure optimal utilisation.
- Track business forecasts and provide accurate performance updates to senior leadership.
- Partner with HR and Finance on incentive structures and performance-linked rewards.

4. Sales Pipeline & CRM Management:

- Ensure robust CRM discipline and accurate tracking of prospect interactions and sales opportunities.
- Monitor funnel performance, conversion ratios, sales cycle timelines, and drop-offs.
- Develop and maintain dashboards to track business performance and pipeline health.
- Conduct regular business reviews and identify opportunities to improve conversion efficiency.

5. Lead Management & Business Growth:

- Drive lead conversion through effective prospect engagement and follow-up strategies.
- Develop reactivation campaigns for dormant, old, and previously lost leads.
- Partner with marketing teams to improve lead quality, engagement, and conversion.
- Ensure consistent sales productivity through effective lead allocation and pipeline management.

6. Strategic Client Engagement & Deal Closures:

- Participate in high-value client meetings and support RMs in complex sales closures.
- Manage senior-level prospect escalations and resolve client concerns effectively.




- Build relationships with HNI and UHNI prospects and support strategic AUM acquisition.
- Drive consultative sales conversations while maintaining a strong focus on client suitability and trust.

7. Cross-functional Collaboration:

- Work closely with Product, Technology, Marketing, HR, Finance, and Operations teams.
- Identify process gaps and recommend improvements to enhance sales productivity.
- Drive adoption of CRM tools, dashboards, automation, and sales enablement initiatives.
- Develop sales playbooks, objection-handling frameworks, and best-practice documentation.

8. Compliance & Governance:

- Ensure adherence to advisory principles, SEBI regulations, and internal compliance policies.
- Maintain high standards of transparency, documentation, and ethical sales practices.
- Ensure client suitability and prevent mis-selling or non-compliant sales practices.

Required Skills & Experience:

- 8-12 years of experience in wealth management, private banking, broking, AMC distribution, or financial services.
- Minimum 4 years of experience leading and managing sales or client acquisition teams.
- Proven track record of achieving business targets and driving significant AUM acquisition.
- Strong understanding of PMS, AIFs, Mutual Funds, and structured investment products.
- Experience handling HNI and UHNI clients and managing complex investment conversations.
- Strong understanding of sales funnel management, conversion metrics, revenue forecasting, and P&L; management.
- Demonstrated ability to hire, develop, motivate, and manage high-performing sales teams.
- Strong negotiation, objection-handling, stakeholder management, and closure skills.
- Excellent analytical, communication, and leadership abilities.
- Strong CRM discipline and experience using sales dashboards and performance metrics.
- Ability to work in a high-performance, target-driven environment.

Certifications:

Mandatory:

- NISM Series XXI-A – Portfolio Managers Examination certification (active, current, and verifiable).

Preferred:

- CFA (Chartered Financial Analyst)
- CFP (Certified Financial Planner)
- Other relevant advanced finance or investment certifications.

📌 Associate Vice President – PMS Sales & Wealth Management (Bengaluru)
🏢 Mepa2z
📍 Bengaluru