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HR

Admin at Disha Consultancy

Last Login: 08 October 2024

Job Views:  
194
Applications:  52
Recruiter Actions:  8

Job Code

1205135

Vice President - Sales/Business Development - Portfolio Management & Alternative Investment Funds

5 - 10 Years.Mumbai
Posted 1 year ago
Posted 1 year ago

Vice President - Sales Business Development


Work Industry: Portfolio Management & AIF

Job Purpose :

The individual will be responsible for leading the fundraising across all the products independently as well as in close coordination with the investment professionals, client businesses and executives within the business. The individual will be responsible for generating new client relationships as well as and maintaining existing key client and prospects' relationships to grow our assets under management across both AIF and PMS products.

KRA:

- 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 building the company's sales forecasting model and pitch deck, as needed

- Develop accurate benchmarks to guide in the projections- Work with senior management 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

- Execute the sales campaign strategy. Serve as a point of contact and coordination between company and potential clients' representatives

- Independently lead the efforts to build new relationships as well as nurture existing relationship to explore fund raising sales efforts with clients and prospects

- Build robust and lasting sales dialogues with clients and being accountable for significant asset growth

- Manage key client relationships at a senior level to raise fund commitments and help senior management in designing customized strategies

- Work with distribution partners to drive new business opportunities

Experience, Skills, and Personal Qualities:

- 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.

- Financial management experience with planning, forecasting, and business analysis

- Advanced Excel proficiency & practical experience of using Excel for building and maintaining financial models

- Proven sales background with fund raising for AIF / PMS products with existing relationships of HNIs / UHNIs / Family Offices and being viewed as a 'trusted advisor'.

- Ability to drive results independently 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 deliverables.

- Strong communication skills

- Passion for the financial markets and alternatives asset class.

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Posted By

user_img

HR

Admin at Disha Consultancy

Last Login: 08 October 2024

Job Views:  
194
Applications:  52
Recruiter Actions:  8

Job Code

1205135

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