Head - Distribution - Investment Products

Key Responsibilities : .

Client Acquisition & Business Development : .

• Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
• Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
• Build relationships with clients, understand their financial goals, and position Findoc's offerings as optimal solutions to their needs.
• Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
• Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Client Relationship Management : .

• Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
• Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
• Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
• Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc. ) to existing clients, maximizing business opportunities.

Team Leadership & Expansion : .

• Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
• Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
• Actively recruit and onboard additional team members to expand the PCG desk and scale the business.
• Set clear performance goals for team members and provide regular coaching and development opportunities.

Investment Product Expertise : .

• Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
• Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
• Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
• Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.

Sales & Performance Metrics : .

• Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
• Regularly track and report sales performance, client acquisition, and retention metrics to senior management.
• Analyze market trends and competitor offerings to identify new business opportunities and growth areas.

Experience : .

• Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
• Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
• Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
• Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.

(ref : iimjobs.com)