Area Sales Manager - AIF & PMS - Banking/Financial Services

Role Overview:

The role is responsible for driving AIF & PMS business through distributors & channel partners. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.

Key Responsibilities:

- Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth.

- Responsible for prospecting and selling AIF & PMS products to High-Net-Worth Individuals (HNIs) through direct sales efforts and third-party distributors.

- Develop strong distribution relationships through continuous engagement, training programs, and value-added initiatives.

- Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation.

- Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories.

- Monitor market trends, competitor strategies, and investor behaviour to refine sales approach and identify new opportunities.

- Actively generate new sales while strengthening existing client relationships.

- Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities.

Role Specific Competencies:

- Strong understanding of AIF, PMS, and alternate investments.

- Strong knowledge of wealth management & investment advisory practices.

- Ability to analyze market trends and investor behaviour.

- Hands-on experience with sales analytics & CRM tools preferred.

Behavioral Competencies:

- Strong relationship-building and networking skills.

- Excellent communication & presentation skills.

- High levels of ownership and result orientation.

- Ability to influence & negotiate with key stakeholders.

Formal Qualifications / Prior Work Experience:

- Education: MBA/CA/CFA preferred.

- Experience: 8 - 10 years of experience in sales & distribution of AIF, PMS, or Mutual Fund through channel partners.

- NISM Series XXI - A is mandatory at the time of joining.