Job Description
<p data-end="421" data-start="98">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.</p>
<p data-end="711" data-start="423">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.</p>
<p data-end="966" data-start="713">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.</p>
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<h3 data-end="1008" data-section-id="nqol9p" data-start="973"><strong data-end="986" data-start="977">Role:</strong> Key Account Manager</h3>
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<p data-end="1043" data-start="1011"><strong data-end="1030" data-start="1011">Internal Level:</strong> SM/Manager</p>
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<p data-end="1074" data-start="1046"><strong data-end="1061" data-start="1046">Reports To:</strong> Zonal Head</p>
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<p data-end="1099" data-start="1077"><strong data-end="1090" data-start="1077">Location:</strong> Mumbai</p>
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<p data-end="1147" data-start="1102"><strong data-end="1127" data-start="1102">Responsibility Level:</strong> Middle Management</p>
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<h3 data-end="1182" data-section-id="165gfiz" data-start="1154"><strong data-end="1182" data-start="1158">Key Responsibilities</strong></h3>
<p data-end="1218" data-start="1184"><strong data-end="1216" data-start="1184">Internal Account Management:</strong></p>
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<p data-end="1321" data-start="1221">Manage and deepen relationships with key accounts (banks, national distributors, wealth platforms)</p>
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<p data-end="1410" data-start="1324">Develop account-specific strategies to increase wallet share and product penetration</p>
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<p data-end="1447" data-start="1412"><strong data-end="1445" data-start="1412">Sales & Business Development:</strong></p>
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<p data-end="1542" data-start="1450">Drive sales of Mutual Funds and Alternate Investment Funds (AIFs) across assigned accounts</p>
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<p data-end="1626" data-start="1545">Achieve AUM growth and gross sales through focused engagement and cross-selling</p>
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<p data-end="1664" data-start="1628"><strong data-end="1662" data-start="1628">Partner Enablement & Training:</strong></p>
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<p data-end="1745" data-start="1667">Conduct regular product training, investment huddles, and knowledge sessions</p>
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<p data-end="1823" data-start="1748">Address objections and enhance partner confidence and sales effectiveness</p>
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<p data-end="1850" data-start="1825"><strong data-end="1848" data-start="1825">Strategic Planning:</strong></p>
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<p data-end="1919" data-start="1853">Collaborate with internal teams (product, marketing, operations)</p>
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<p data-end="1969" data-start="1922">Monitor competitor activity and market trends</p>
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<p data-end="2000" data-start="1971"><strong data-end="1998" data-start="1971">Reporting & Compliance:</strong></p>
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<p data-end="2044" data-start="2003">Maintain accurate MIS and sales reports</p>
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<p data-end="2110" data-start="2047">Ensure compliance with SEBI regulations and internal policies</p>
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<h3 data-end="2143" data-section-id="1vuzg1a" data-start="2117"><strong data-end="2143" data-start="2121">Other Requirements</strong></h3>
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<p data-end="2210" data-start="2146">Ability to work independently and manage multiple stakeholders</p>
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<p data-end="2271" data-start="2213">Willingness to travel for client and partner engagements</p>
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<p data-end="2301" data-start="2273"><strong data-end="2299" data-start="2273">Internal Stakeholders:</strong></p>
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<p data-end="2336" data-start="2304">Marketing, Product, Operations</p>
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<p data-end="2366" data-start="2338"><strong data-end="2364" data-start="2338">External Stakeholders:</strong></p>
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<p data-end="2444" data-start="2369">National Distributors, Regional Distributors, Private Wealth Firms, Banks</p>
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<h3 data-end="2473" data-section-id="15diiqs" data-start="2451"><strong data-end="2473" data-start="2455">Qualifications</strong></h3>
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<p data-end="2554" data-start="2476">Graduate/Postgraduate in Finance, Business Administration, or related fields</p>
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<p data-end="2595" data-start="2557"><strong data-end="2595" data-start="2557">NISM VA certification is mandatory</strong></p>
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<h3 data-end="2625" data-section-id="cq1tax" data-start="2602"><strong data-end="2625" data-start="2606">Work Experience</strong></h3>
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<p data-end="2767" data-start="2628">Minimum <strong data-end="2665" data-start="2636">10 years total experience</strong>, with at least <strong data-end="2723" data-start="2681">5 years in managing organized accounts</strong> in asset management or financial services</p>
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<p data-end="2861" data-start="2770">Proven record of driving sales through <strong data-end="2861" data-start="2809">banks, wealth managers, or national distributors</strong></p>
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<h3 data-end="2902" data-section-id="mbvbbv" data-start="2868"><strong data-end="2902" data-start="2872">Key Performance Indicators</strong></h3>
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<p data-end="2939" data-start="2905">Achievement of financial targets</p>
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<p data-end="2980" data-start="2942">Activation and retention of counters</p>
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<p data-end="3020" data-start="2983">Growth in multi-product penetration</p>
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<p data-end="3056" data-start="3023">Partner engagement and training</p>
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<p data-end="3094" data-start="3059">SIP retention and AUM consistency</p>
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<h3 data-end="3130" data-section-id="f4kph4" data-start="3101"><strong data-end="3130" data-start="3105">Required Competencies</strong></h3>
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<p data-end="3183" data-start="3133">Strong interpersonal and relationship management</p>
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<p data-end="3228" data-start="3186">Excellent communication and presentation</p>
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<p data-end="3285" data-start="3231">Strategic thinking with a solution-oriented approach</p>
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<p data-end="3355" data-start="3288">Collaborative mindset, leadership potential, and growth orientation</p>
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