Mumbai |   1000000 - 2000000 P.A.

2 years

Job Description:   

The individual having experience of financial sales (Mutual funds, AIF, PMS, other financial products) to HNI group is eligible for this role.

Key Responsibilities / Duties:

• Develop an understanding of the existing business (including products/services, customers, competitors, the overall market and trends) through careful research and analysis of business.
• Understand how major stakeholders are thinking about the company's direction, generally and in reference to specific initiatives, through interviews with these stakeholders
• Help in refining the company's sales forecasting model and pitch deck, as needed
• Develop accurate benchmarks to guide in the projections
• Work alongside the team to define the pitch used in investor meetings; practice the pitch and help the management team pre-empt investor questions
• Pressure test every aspect of the client's business ahead of fundraising meetings
• Build robust and lasting sales dialogues with clients and being accountable for significant asset growth.
• Manage key client relationships at a senior level with alternatives's portfolio managers to raise closed-end fund commitments and design customized strategies.
• Work with distribution partners to drive new business opportunities.
• Actively supporting the existing relationship managers' sales efforts with clients and prospects.
• Initiate education and sales activity with investors not currently engaged in alternatives discussions

Experience, Skills, and Personal Qualities

• Handling the Sales/Business development/Fundraising in Allied industries (Wealth mgt / financial advisory / PMS / AIF)
• Financial management experience with planning, forecasting, and business analysis
• Advanced Excel proficiency & practical experience of using Excel for building and maintaining financial models
• Strong understanding of the asset management sales process as it relates to institutional and or wealth investors. (Track record of successful selling to public and corporate pension plans, foundations & endowments, wealth channels, and financial institutions highly beneficial).
• Proven sales background - track record of building strong client relationships and being viewed as a 'trusted advisor'.
• Ability to drive results in an autonomous working environment and in close collaboration with colleagues within and across business units.
• Capacity to move effectively and efficiently between engaging with investors, relationship managers and product managers to provide value added perspective and deliverable.
• Strong communication skills - ability to clearly and concisely articulate product and platform characteristics to sophisticated investors both in written work and presentations to large and small audiences.
• Passion for the financial markets and alternatives asset class.

Qualification: Any Graduate/ Post Graduate from Finance Faculty

Keyskills:   Sales, Business Development, HNI, ultra HNI, financial product sales

Please note - due to the number of applications we receive, we will only be able to respond to successful candidates.