PMS Specialist - B2B & B2C

Job Responsibilities:

- Develop and maintain strong relationships with HNIs, UHNIs, family offices, and corporate investors.

- Act as the primary point of contact for clients, ensuring high levels of client satisfaction.

- Build and manage relationships with wealth managers, financial advisors, and private banking channels.

- Provide product training and support to channel partners to enhance their sales effectiveness.

- Drive distributor activation and engagement to achieve sales targets.

- Design and execute strategies to achieve sales and revenue goals for PMS and AIF products.

- Organize and participate in client events, webinars, and presentations to promote products.

- Stay updated on market trends, competitor offerings, and regulatory changes to refine sales strategies.

- Demonstrate deep understanding of PMS and AIF products, their strategies, and performance metrics.

- Provide tailored investment solutions to clients based on their risk profiles and financial goals.

- Collaborate with the investment team to relay client feedback and contribute to product development.

- Ensure adherence to regulatory requirements and internal compliance policies.

- Maintain accurate records of client interactions, sales activities, and pipeline updates.

- Prepare regular reports on sales performance and market feedback.