PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US-based Prudential Financial, Inc. (PFI). With operations in the United States, Asia, Europe, and Latin America, PFI provides life insurance, annuities, retirement services, mutual funds, and investment management.

PGIM is one of the top 12 investment managers globally with over USD 1.6 trillion in AUM, offering a wide range of actively managed asset classes including Equities, Fixed Income, and Real Estate. It has a presence in 19 countries with 42 offices and over 1,400+ investment professionals.

PGIM India Asset Management offers equity and fixed income solutions to retail and institutional investors across India, managing 24 open-ended funds, along with offshore funds and portfolio management services, leveraging PGIM’s 150-year global legacy.

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Role: Key Account Manager

• Internal Level: SM/Manager

• Reports To: Zonal Head

• Location: Mumbai

• Responsibility Level: Middle Management

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Key Responsibilities

Internal Account Management:

• Manage and deepen relationships with key accounts (banks, national distributors, wealth platforms)

• Develop account-specific strategies to increase wallet share and product penetration

Sales & Business Development:

• Drive sales of Mutual Funds and Alternate Investment Funds (AIFs) across assigned accounts

• Achieve AUM growth and gross sales through focused engagement and cross-selling

Partner Enablement & Training:

• Conduct regular product training, investment huddles, and knowledge sessions

• Address objections and enhance partner confidence and sales effectiveness

Strategic Planning:

• Collaborate with internal teams (product, marketing, operations)

• Monitor competitor activity and market trends

Reporting & Compliance:

• Maintain accurate MIS and sales reports

• Ensure compliance with SEBI regulations and internal policies

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Other Requirements

• Ability to work independently and manage multiple stakeholders

• Willingness to travel for client and partner engagements

Internal Stakeholders:

• Marketing, Product, Operations

External Stakeholders:

• National Distributors, Regional Distributors, Private Wealth Firms, Banks

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Qualifications

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

• NISM VA certification is mandatory

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Work Experience

• Minimum 10 years total experience, with at least 5 years in managing organized accounts in asset management or financial services

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

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Key Performance Indicators

• Achievement of financial targets

• Activation and retention of counters

• Growth in multi-product penetration

• Partner engagement and training

• SIP retention and AUM consistency

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Required Competencies

• Strong interpersonal and relationship management

• Excellent communication and presentation

• Strategic thinking with a solution-oriented approach

• Collaborative mindset, leadership potential, and growth orientation