Description

Join our dynamic team as a Senior Relationship Manager, leading our initiatives Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). We believe in pushing the envelope in the financial services industry. This role offers an exciting opportunity to drive growth and shape the company’s growth story in the ever-evolving financial services sector

What you’ll do

1. Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients, UHNIs and Family office.
2. Distributor’s clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
3. Joint calls with SAMC team with all IFAs, Wealth & T30 for AIF & PMS for product presentation.
4. Collaborating with Rm’s for client meeting and assisting to resolve problem where product expertise is required
5. Responsible for strategizing, growing, and managing channel partners.
6. Designing, Developing & implementing data to provide solution to improve sales number & increase AUM for AIF & PM

What we’re looking for

We seek motivated individuals that are seasoned in their craft and have a strong background in financial product sales and proven leadership skills. The ideal candidate brings extensive experience in PMS/AIF sales, a deep understanding of financial markets, and a track record of successfully leading high-performing teams. Strong interpersonal skills, strategic thinking, and the ability to drive results in a competitive landscape are essential.