PMS & AIF Sales

Arihant Capital Markets

Brief Description

We are seeking a dynamic and result-oriented PMS & AIF Sales Professional to drive the distribution of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). The ideal candidate will have a strong understanding of investment products, proven experience in acquiring and managing High Net Worth Individual (HNI) clients, and the ability to build long-term client relationships while achieving business growth targets.

Job Responsibilities

Identify, acquire, and onboard High Net Worth Individual (HNI) and Ultra HNI clients for PMS and AIF offerings.

Promote and distribute Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and other investment solutions.

Understand clients' financial goals and recommend suitable investment products based on their risk profile and objectives.

Build and maintain strong, long-term relationships with clients, wealth managers, family offices, and business partners.

Conduct investment presentations, product demonstrations, and client meetings to explain investment strategies and product benefits.

Collaborate with internal investment and product teams to deliver timely market insights and portfolio updates.

Monitor market trends, competitor offerings, and regulatory developments to identify business opportunities.

Ensure compliance with regulatory guidelines and internal policies throughout the sales process.

Achieve assigned sales targets and contribute to overall business growth through effective relationship management.

Qualifications and Skills

MBA in Finance, Marketing, or a related discipline.

4–8 years of experience in Wealth Management, PMS, AIF, Mutual Funds, or Investment Product Sales.
Proven track record in HNI client acquisition and relationship management.

Strong knowledge of PMS, AIF, wealth management, and capital market products.
Excellent presentation, negotiation, and communication skills.
Strong client relationship management and networking abilities.
Sound understanding of financial markets and investment strategies.
Ability to analyze client requirements and provide customized investment solutions.
Self-driven, target-oriented, and capable of working in a fast-paced environment.
Proficiency in MS Office (Excel, PowerPoint) and CRM applications is preferred.