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Manager / Senior Manager - Business Development
FYERS Asset Management
Mumbai, IND
Full-time
Senior · 7+ years experience
Onsite
Discovered 3 weeks ago
CRM
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Key Skills for This Role
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- Acquire and grow a book of HNI, Ultra-HNI, Institutional investors for our PMS and AIF offerings.
- Build and manage partnerships with distribution channels like Wealth Management Firms, IFAs, RIAs, Family Offices, Private Banks etc.
- Develop deep, long-term relationships rooted in a client-centric, advisory approach — understanding goals, risk appetite, and portfolio fit before recommending solutions.
- Drive net sales and AUM growth in line with agreed targets, with clear ownership of your pipeline from lead to closure.
- Stay sharp on markets, the equity landscape, peer products, regulations and the broader alternatives ecosystem to bring that perspective into client conversations.
- Maintain accurate pipeline, activity and reporting discipline in the CRM.
- Drive periodic roadshows, webinars and investor education sessions.
- Operate fully within regulatory guidelines and internal compliance standards at all times.
- 7–10 years of experience in sales or distribution of similar products — PMS, AIF, SIF, Mutual Funds or other wealth/investment solutions — Ideally within an AMC, wealth management firm or registered investment advisor.
- Demonstrable track record of acquiring and growing relationships with HNI/UHNI clients, family offices, distributors or institutions.
- Strong, genuine understanding of capital markets and equities — not surface-level product talk.
- Stellar interpersonal, negotiation, presentation, and communication skills with High ownership, integrity with the maturity to operate independently in a target-driven environment.
- A genuine client-centric approach — puts suitability and trust ahead of the quick sale .
- Graduate / Postgraduate in Finance, Commerce, Business, or a related field. MBA / CFA / CA is an added advantage.
- NISM certifications relevant to PMS/AIF distribution preferred; Willingness to obtain required certifications if not already held.
- Be part of an innovative, high-growth, technology-led financial powerhouse.
- Opportunity to build and scale the PMS & AIF business from the ground up.
- Work alongside visionary leaders shaping the future of asset management.
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