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We are looking for a dynamic and results-driven Regional Manager to lead our PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) sales efforts across a designated region (covering 2 or more states). The ideal candidate will be responsible for driving sales growth, managing key client relationships, and supporting channel development, while ensuring alignment with the company’s strategic objectives.
Job Responsibility:
Drive sales of PMS and AIF products within the assigned region, achieving quarterly and annual targets
Build and maintain strong relationships with key clients and distribution partners to maximize business growth
Work closely with distribution partners and financial advisors to expand market reach and ensure effective product penetration
Identify and pursue new business opportunities and partnerships to increase sales footprint
Facilitate client meetings, product presentations, and provide expert advisory support to nurture long-term relationships
Provide timely and accurate sales reports, market feedback, and competitor intelligence to senior management
Ensure all sales activities comply with regulatory requirements and company policies
Coordinate with internal teams such as marketing, product, and operations to deliver seamless customer experience and support sales initiatives
Requirements:
5-8 years in sales and distribution in financial services, specifically with PMS, AIF, or Mutual Fund products
Proven experience managing sales activities across multiple states or a defined region
CFP, CWM, CFA, or equivalent professional qualifications preferred
Strong interpersonal and communication skills, with the ability to build and maintain client and partner relationships
Solid understanding of PMS, AIF, and alternative investment products, along with the regulatory landscape
Ability to work independently, plan and prioritize sales efforts to meet targets efficiently
Good market awareness and capability to provide actionable insights