Regional Head - Alternate Sales

Company Overview

PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the U.S.-based Prudential Financial, Inc. (PFI). With operations in the United States, Asia, Europe, and Latin America, PFI offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. PGIM is one of the top 10 investment managers, with over USD 1.4 trillion in assets under management. PGIM India Asset Management provides a full range of equity and fixed income solutions to retail and institutional investors throughout India and manages 22 open-ended funds.

Job Summary

The Regional Head - Alternate Sales is responsible for driving the alternate sales, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) for the allocated region. This role focuses on developing leads, fostering cross-functional business support, and building long-term relationships with high-net-worth individuals (HNIs), promoters, and family offices.

Responsibilities

• Direct Promoters & Family Office Engagement (40% of Regional Target):

  • Source business directly through HNIs, promoters, and family offices, fostering long-term relationships.
  • Drive customized investment solutions aligned with client objectives.

• Channel Ownership & Development (60% of Regional Target):

  • Own and grow the alternate investment business through channel partners across the region.
  • 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 through timely and accurate documentation.

Qualifications

• Educational Qualifications:

  • Post Graduation required.
  • 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.
  • Proficient in advanced Microsoft Excel.
  • Strong analytical mindset.

Preferred Skills

• Experience in directly engaging with high-net-worth clients.
• Familiarity with mutual funds and investment management services.

Experience

• 10-12 years of direct client sales experience, with a focus on channel engagement and relationship management.

Environment

The work typically involves collaboration with internal teams and external partners, requiring a dynamic environment and adaptability in remote and/or in-office settings as necessary.

Salary

Not specified.

Growth Opportunities

Not specified.

Benefits

Not specified.