Job Summary

The Associate Vice President – PMS Sales will be responsible for driving sales and business development of Portfolio Management Services (PMS) offerings among High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, corporate clients, and affluent investors. The incumbent will lead client acquisition initiatives, manage key relationships, achieve revenue targets, and collaborate with investment and product teams to deliver customized wealth management solutions.

Key Responsibilities

Business Development & Sales

1. Drive PMS sales by acquiring recent HNI, UHNI, family office, and institutional clients.
2. Generate and convert business opportunities through referrals, networking, and market intelligence.
3. Achieve assigned AUM (Assets Under Management), revenue, and client acquisition targets.
4. Develop and execute strategic sales plans to grow the PMS business.
5. Identify cross-selling opportunities across wealth management, mutual funds, AIFs, bonds, and other investment products.

Client Relationship Management

1. Build and maintain long-term relationships with HNI/UHNI clients.
2. Understand clients' financial goals, risk appetite, and investment requirements.
3. Conduct portfolio review meetings and investment discussions with clients.
4. Ensure a superior client experience through timely service and regular engagement.
5. Address client queries and coordinate with internal teams for prompt resolution.

PMS Product Promotion

1. Present PMS investment strategies, performance, and market outlook to prospective clients.
2. Explain investment propositions, portfolio construction, and risk-return expectations.
3. Conduct investor meetings, seminars, webinars, and client engagement programs.
4. Stay updated on market trends, economic developments, and investment opportunities.

Team Leadership & Business Growth

1. Mentor and support Relationship Managers and Sales Managers in PMS sales initiatives.
2.



Collaborate with branch teams and wealth advisors to generate PMS leads.
3. Drive productivity and performance across assigned territories or business channels.
4. Contribute to sales strategy development and market expansion plans.

Compliance & Governance

1. Ensure adherence to SEBI regulations, internal policies, and compliance requirements.
2. Maintain complete documentation and due diligence for client onboarding.
3. Follow suitability and risk-profiling guidelines while recommending investment solutions.
4. Ensure ethical sales practices and transparent client communication.

Educational Qualifications

1. Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or related field.
2. MBA/PGDM in Finance, Marketing, Wealth Management, or equivalent preferred.
3. NISM certifications relevant to capital markets and wealth management preferred.

Experience

1. 8–12 years of experience in Wealth Management, PMS Sales, Private Banking, Capital Markets, or Financial Advisory.
2. Proven track record of managing HNI/UHNI client relationships.
3. Experience in PMS, AIF, Mutual Funds, Structured Products, or Wealth Advisory sales.
4. Prior experience in stock broking, private wealth management, banking, or financial services preferred.

Technical & Functional Skills

1. Strong understanding of Portfolio Management Services (PMS).
2. Knowledge of equity markets, investment products, and wealth management solutions.
3. Expertise in client acquisition and relationship management.
4. Financial planning and investment advisory knowledge.
5. Business development and consultative selling skills.
6. Understanding of capital market regulations and compliance requirements.
7. Proficiency in CRM systems and Microsoft Office applications.

Key Competencies

1. Strong sales and negotiation skills.
2. Excellent networking and relationship-building abilities.
3. Leadership and team management capabilities.
4. Strategic thinking and business acumen.
5. Strong presentation and communication skills.
6. Client-centric approach with high service orientation.
7. Result-driven and target-oriented mindset.

📌 Area Sales Head - Distribution (Alternate Asset) (Noida)
🏢 Jainam Broking
📍 Noida