PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management arm of Prudential Financial, Inc. (PFI), USA. PFI operates across the United States, Asia, Europe, and Latin America, offering a wide range of financial services including life insurance, annuities, mutual funds, and investment management.

PGIM is one of the top 12 global investment managers with over USD 1.6 trillion in assets under management, present in 19 countries with 42 offices and 1,400+ investment professionals.
PGIM India Asset Management provides a wide range of equity and fixed income solutions, managing 24 open-ended funds with 14 investment professionals. It also offers Offshore Funds and PMS services.

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Role: Key Account Manager

• Internal Level: SM/Manager

• Reports To: Zonal Head

• Responsibility Level: Middle Management

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Key Responsibilities

Internal Account Management:

• Build and manage relationships with key accounts: banks, national distributors, wealth platforms.

• Create account-specific strategies to grow wallet share and increase product penetration.

Sales & Business Development:

• Drive Mutual Fund and Alternate Investment Fund (AIF) sales across key accounts.

• Achieve AUM growth and generate gross sales through cross-selling and client engagement.

Partner Enablement & Training:

• Conduct product trainings, investment huddles, and knowledge sessions for partner teams.

• Resolve objections and boost confidence to improve partner sales performance.

Strategic Planning:

• Coordinate with marketing, product, and operations to implement new product and branding initiatives.

• Track competitor activity and market trends to spot business opportunities.

Reporting & Compliance:

• Maintain accurate MIS and sales reporting.

• Ensure compliance with SEBI regulations and internal company policies.

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Key Performance Indicators

• % of financial targets achieved

• Number of active counters

• Growth in product breadth (multi-product)

• Periodic, meaningful one-to-many engagement

• Asset retention

• Steady SIP inflows

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Competencies Required

• Strong interpersonal & relationship management skills

• Excellent communication & presentation abilities

• Strategic thinking and solution orientation

• Preferred: Leadership potential, collaborative nature, and growth mindset

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Qualifications

• Graduate/Postgraduate in Finance, Business Administration, or related fields

• NISM VA certification is mandatory

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Experience

• Minimum 10 years of total experience, with at least 5 years in key account management within asset management or financial services

• Proven record of driving sales via banks, wealth managers, or national distributors