Posted By
Posted in
Sales & Marketing
Job Code
1211180
About the role:
The role requirement is to grow our assets under management across both AIF and PMS products.
Roles & Responsibility -
- Lead the fund-raising functions for the AIF and PMS business through a network of wealth management firms, multi-family office advisors, distribution partners, and independent financial advisors.
- Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office.
- Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PMS.
- S/he should be passionate and have a sense of true ownership in the business, willing to put in efforts beyond the necessary, to be a true partner in the growth story.
- Collaborating with Rm's for client meeting and assisting to resolve problem where product expertise is required.
- Responsible for strategizing, growing, and managing channel partners.
- Maintaining existing direct client relationship and expand AUM for PMS & AIF.
- This is an entrepreneurial role. The incumbent should be a self-motivated, resultoriented professional who is able to work with the highest degree of ethics.
Your key qualifications & competencies:
- 5 to 10 years of experience in handling the Sales/Business development/Fundraising in Allied industries (Wealth Management / PMS / AIF)
- Bachelor's degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred. Masters / MBA will be a plus.
- Proven sales background with fund raising for AIF / PMS products with existing relationships of HNIs / UHNIs
- Self-driven, motivated & strong attention to detail
- Excellent time-management and organisational skills.
- Ability to use business judgement and a structured approach towards solving complex analytical problems.
About Klay:
Klay Capital is a global financial institution that works with families, entrepreneurs, corporates, single family offices and institutional clients in covering every aspect of your financial life. We do this by guiding you through some of the life's most important questions, so that you have the time to do the things you care the most about and have the peace of mind to enjoy doing them. We serve our clients with relevant independent advice and innovative solutions across Private Wealth Management, Alternate Investing, Multi-Family Office, Corporate Advisory, Private Label Funds, Estate Planning, Legacy Planning, Mortgage Advisory, Insurance and other financial services. With a global footprint in Singapore, Dubai, India, Mauritius and Cayman Island, we serve our growing community of clients across Europe, Middle East, Indian Sub-Continent and Southeast Asia. At Klay, we work with you to meet the needs of the present and plan for the future. Our innovative and customized approach to investing enables us to meet your every need while providing an unparalleled service experience tailored to your specific aspirations and individual goals. We go beyond conventional financial services approach as we continuously aim to add value to your everyday life. Our people have always been our most important asset and we are always looking for specialists and highly seasoned financial experts with distinct styles to offer our clients a full range of capabilities. If you are curious, intuitive, collaborative and have the drive to make impossible possible for our clients and communities, we want to hear from you.
To know more - http://klaycapital.com/in/?country=in
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Posted By
Posted in
Sales & Marketing
Job Code
1211180
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