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15 Days AgoSaved
In-Office
Mumbai, Maharashtra, IND
Senior level
Senior level
Fintech • Software • Financial Services
Acquire and grow HNI, UHNI, and institutional investor relationships for PMS and AIF offerings. Build partnerships with wealth firms, IFAs, RIAs, family offices, and private banks; manage the sales pipeline from lead to closure; drive net sales and AUM growth; conduct roadshows, webinars, and investor education; maintain CRM reporting; and ensure regulatory compliance while delivering a client-centric, advisory sales experience.
Top Skills: CRM
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