Regional Head - Alternate Sales

Company Overview

PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US-based Prudential Financial, Inc. (PFI). PGIM is one of the top 10 investment managers globally, with over USD 1.4 trillion in assets under management. The firm operates in the United States, Asia, Europe, and Latin America, providing a variety of products and services such as life insurance, annuities, retirement services, mutual funds, and investment management. PGIM India Asset Management offers a full range of equity and fixed income solutions to both retail and institutional investors in India.

Job Summary

The Regional Head - Alternate Sales will be responsible for driving the alternate sales, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) for the allocated region. This role requires the development of leads and support of cross-functional businesses, with a focus on engaging high-net-worth individuals and nurturing long-term relationships.

Responsibilities

• Direct Promoters & Family Office Engagement:

  • Source business through high-net-worth individuals (HNIs), promoters, and family offices.
  • Build and nurture long-term relationships with family offices targeting an average ticket size.
  • Drive customized investment solutions aligned with client objectives.

• Channel Ownership & Development:

  • Own and grow the alternate investment business through channel partners.
  • Identify, onboard, and enable Independent Financial Advisors (IFAs), wealth managers, and distribution partners.
  • Conduct regular training and engagement programs to enhance channel productivity.

• Strategic Initiatives:

  • Collaborate with internal teams for branding, marketing, and platform-based initiatives.
  • Represent the region in national forums and contribute to thought leadership.
  • Drive innovation in client engagement and product positioning.

• Sales Process & Governance:

  • Ensure strict adherence to the sales activity tracker and Management Information System (MIS) reporting protocols.
  • Monitor pipeline health, conversion ratios, and sales hygiene metrics.
  • Support audit and compliance requirements with timely and accurate documentation.

Qualifications

• Educational Qualifications:

  • Post Graduation
  • NISM 21A Certification

• Key Skills:

  • Sound knowledge of equity investment products.
  • Excellent interpersonal and relationship-management skills.
  • Self-motivated with the ability to work under pressure.
  • Proficiency in advanced Microsoft Excel.
  • Analytical mindset.

Preferred Skills

• Experience in building and managing relationships with family offices and HNIs.
• Prior experience in driving sales in asset management or related financial services.

Experience

• 10-12 years of direct client sales experience, apart from channel management.

Environment

• The role is likely to involve a mix of office-based work and client interactions in the field. The specific work setting details are not provided.

Salary

• Estimated salary range not specified.

Growth Opportunities

• Potential career advancement opportunities within PGIM India Mutual Fund for high-performing professionals in the finance and investment sector.

Benefits

• Specific benefits offered by the company are not detailed.