Vice President / AVP

About Company

The company operates in the investment management and financial advisory industry, focusing on research-driven portfolio strategies and asset management services.

Job Description

About the Company

The company is a leading investment management and financial advisory platform focused on research-driven investment strategies, portfolio management, and alternative investment solutions. The organization serves a diverse investor base across institutional and wealth segments through PMS, AIF, and other investment offerings.

About the Role 

We are seeking an experienced AVP / VP – Institutional Business to drive institutional client acquisition, fundraising, and strategic relationship management across the investment ecosystem. The role will focus on building and managing relationships with Alternative Investment Funds (AIFs), Family Offices, Wealth Management Firms, Institutional Investors, Insurance Companies, and other key market participants.

The ideal candidate will possess a strong network within the institutional investment community, a proven track record in fundraising and capital raising, and experience distributing PMS, AIF, Equity, and alternative investment products.

Key Responsibilities :

• Build and maintain strong relationships with HNI/UHNI clients.
• Understand client financial goals and recommend suitable investment solutions.
• Achieve revenue targets in line with business objectives. Ensure high levels of client satisfaction, retention, and engagement.
• Generate new business through client referrals and relationship expansion. Ensure adherence to SEBI regulations and internal compliance requirements during the process.
• Increase wallet share by identifying cross-selling and upselling opportunities.
• Collaborate with internal teams to ensure seamless client servicing and ensure efficient execution of the sales process.
• Stay updated on financial markets and investment products.
• Develop and execute sales strategies to drive business growth. Identify new business opportunities and expand the firm's investor base.
• Represent the organization at investor meetings, networking forums, and industry events to enhance brand visibility and generate business opportunities.

Desired Skillsets :

• 8-15 years of sales experience in SEBI-regulated PMS / AIF / Asset Management setups.
• Relationship Management - Strong relationship management skills & Client retention mindset.
• Investment Expertise - Strong investment & financial knowledge & Ability to provide consultative advice rather than transactional solutions.
• Client Engagement - Excellent communication skills & build long-term client trust.
• Business Development - Generate client referrals & increase wallet share through deeper relationships.

Mandatory Requirement

Primary Job Profile : Wealth Management

Technical Skills : Client relationship mgmt, Financial Planning

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