State/City Head - PMS & AIF Distribution

Role Objective:

Lead the growth of our PMS & AIF Distribution business by driving distributor acquisition, channel expansion, AUM mobilization, and strategic partner engagement across the assigned geography.

Key Responsibilities:

- Acquire, empanel, activate, and manage distributors and channel partners.

- Achieve AUM, revenue, and business growth targets.

- Drive PMS & AIF sales through IFAs, MFDs, RIAs, Wealth Managers, Family Offices, and National Distributors.

- Develop and strengthen relationships with key channel partners to maximize business opportunities.

- Conduct product presentations, distributor meets, webinars, and investor awareness programs.

- Generate HNI/UHNI business through the distribution ecosystem.

- Collaborate with Product, Investment, Operations, Marketing, and Compliance teams for seamless execution.

- Monitor sales pipeline, partner productivity, MIS, and business performance.

Desired Candidate Profile:

- Qualification: MBA/PGDM (Finance/Marketing) preferred. NISM/CFP/CFA/CA will be an added advantage.

- Experience: 8 - 15 years in PMS, AIF, Mutual Funds, Wealth Management, Asset Management, or Investment Product Distribution, with a proven track record in channel development, distributor acquisition, and AUM mobilization.

- Location: Ahmedabad, Pune, Kolkata, Delhi.

Key Skills:

- Strong understanding of PMS, AIF, Mutual Funds, and Capital Markets.

- Proven expertise in channel development, relationship management, and business development.

- Excellent leadership, negotiation, presentation, and stakeholder management skills.

- Strong analytical ability with proficiency in CRM and MS Office.

Key Performance Indicators (KPIs):

- Distributor Acquisition & Activation.

- Net AUM Mobilization.

- Revenue Achievement.

- Partner Productivity & Engagement.

- Sales Pipeline Management.

- Compliance & Process Adherence.