Mutual Fund Sales Manager - PMS_Distribution
Sunshine Placement Services · Kolkata · onsite · Posted 70d ago
Undisclosed4–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We are looking for a senior, result-oriented sales professional with strong experience in Mutual Fund and PMS distribution. The candidate must have an established network of HNI/UHNI clients, IFAs, and distributors, and a proven track record of achieving AUM and revenue targets.
Requirement_Mandatory_Certifications :
NISM-Series-V-A: Mutual Fund Distributors Certification PASSED
NISM PMS Distribution Certification PASSED
Desired_Skills:
Strong understanding of capital markets and investment products
Excellent sales, negotiation, and relationship management skills
Ability to handle high-value clients independently
Strong communication and presentation skills
Self-driven, target-focused, and ethical approach to sales
Key_Responsibilities
Drive sales and AUM growth for Mutual Funds and PMS products
Acquire and manage HNI/UHNI clients
Build and expand relationships with IFAs, distributors, and wealth partners
Pitch and distribute MF, PMS, and other investment products
Conduct client meetings, presentations, and portfolio discussions
Ensure compliance with SEBI and AMFI regulations
Requirement_Mandatory_Certifications :
NISM-Series-V-A: Mutual Fund Distributors Certification PASSED
NISM PMS Distribution Certification PASSED
Desired_Skills:
Strong understanding of capital markets and investment products
Excellent sales, negotiation, and relationship management skills
Ability to handle high-value clients independently
Strong communication and presentation skills
Self-driven, target-focused, and ethical approach to sales
Key_Responsibilities
Drive sales and AUM growth for Mutual Funds and PMS products
Acquire and manage HNI/UHNI clients
Build and expand relationships with IFAs, distributors, and wealth partners
Pitch and distribute MF, PMS, and other investment products
Conduct client meetings, presentations, and portfolio discussions
Ensure compliance with SEBI and AMFI regulations
Sourced from naukri
Skills
NISMPMSrInvestment ProductsMutual FundsCapital MarketsSalesSEBIcomplianceRelationship Management