About the Client :

Client is an upcoming boutique investment firm based out of Mumbai, with focus on providing investment management services to HNI and family offices.

Reporting Structure : CEO-PMS

- Senior VP Sales needs to be energetic and intuitive marketing strategist with leadership and communication skills.

- Must exhibit proven ability to identify opportunities and deliver effective strategies to generate results. Must adjust to a dynamic environment and bring entrepreneur skills to the job.

- Senior Vice President of Sales is responsible for driving the success of the Wealth Management business in the marketplace.

Desired areas of exposure (Technical/Functional & Soft Skill):

- Create effective, compelling positioning sales tools for the client

- Stays abreast of market trends to drive topics to keep the clients engaged

- Min 10 years experience in Wealth Advisory/PMS Sales.

- Create sales-ready tools, including market-facing presentation/ material

- Execute marketing campaigns and analyze performance that leverage behavioural interest profiling to drive new client acquisition & sales revenue

- Excellent business acquiring skills

- Knowledge of Capital Markets

- Direct equity portfolio management experience ( no other products)

- Should have good connectivity and have dealt with HNIs on a one on one basis helping them with wealth management products ; someone on the equity advisory sales side or wealth side.

- Should have good connectivity with Family Offices & Distributors

- Wealth /Bank Relationship Manager's who have sold Portfolio management services and have end direct client connect

- Hands on/ proven abilities in closing business of ticket size Rs. 50-100 crores

Required Other Skills :

- Creative thinker, excellent listener and communicator

- Prior experience working as Sales & BD professionals from leading wealth management/stock broking/Equity PCG firms, who have experience with capital markets and sales

- Intuitive, Proactive, Collaborative, Leader, Driver, Creative Problem Solver, Analytical, Versatile, and - Thrives Under Pressure- are words that describe you

- Strong communication and presentation skills

- Ability to communicate with all levels of an organization comfortably.

- Ability to manage multiple projects with varying priority at one time - to deliver results on time and under budget.

- Experience working closely with a sales organization with a strong affinity for sales team success.

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