AVP/VP - Sales - Investment Advisory Firm

Description of the Role and Profile Requirement

Company : Leading investment advisory firm

Role: AVP/VP- Sales - Tamilnadu

Location: Chennai

Job Requirements:

- MBA from a reputed B-School. CA / CFA / CFP and AMFI Certification are a plus.

- Minimum 8+ years of sales experience in SEBI-regulated PMS / AIF, and mutual funds / wealth management setups.

- Knowledge of wealth products distribution ecosystem.

- Should be ell connected with the wealth RMs/MFDs for the distribution of our products.

- Knowledge and ability to connect with family offices in Tamil Nadu.

- Ability to travel to rest of Tamil Nadu to meet wealth/MFDs.

- Should be able to work with central/regional team for account opening in PMS/AIFs.

- Good understanding of equity and articulation of our investment philosophy.

- Excellent verbal, written communication, and presentation skills.

- Strong leadership, people management skills, and prior experience in managing Institutional / HNI / UHNI clients.

Job Responsibilities:

- Develop & implement sales strategy, expand and promote distribution network, and collaborate with internal departments to achieve organizational target.

- Acquire direct clients in target markets, drive sales, and increase market share.

- Lead the state-wide sales efforts, provide guidance, support, and direction to the sales function.

- Regularly visit and communicate with institutional clients and all categories of distributors across Tamil Nadu, to maintain strong relationships.

- Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand the reach of the mutual funds and enhance competitive positioning.

- Represent the fund at industry conferences, client meetings, and other relevant events to promote the organization and its funds.