Key Account Manager

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). With operations across the United States, Asia, Europe, and Latin America, PFI provides a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. PGIM is recognized as one of the top 12 investment managers, with over USD 1.6 trillion in assets under management, offering a diverse range of actively managed asset classes and investment styles, including Equities, Fixed Income, and Real Estate.

Job Summary

The Key Account Manager will be responsible for managing and deepening relationships with key accounts such as banks and national distributors. This role aims to drive sales and increase product penetration through account-specific strategies while ensuring compliance and accurate reporting.

Responsibilities

• Account Management: Manage and strengthen relationships with key accounts (banks, national distributors, wealth platforms) while developing strategies to increase wallet share and product penetration.
• Sales & Business Development: Drive the sales of Mutual Funds and Alternate Investment Funds (AIFs) across assigned accounts and achieve assets under management (AUM) growth through focused engagement and cross-selling.
• Partner Enablement & Training: Conduct regular product training, investment huddles, and knowledge sessions for partner teams while addressing objections and providing solutions to enhance partner confidence and sales effectiveness.
• Strategic Planning: Collaborate with internal stakeholders (product, marketing, and operations) to share new product ideas and branding initiatives while monitoring competitor activity and market trends to identify new opportunities.
• Reporting & Compliance: Maintain accurate Management Information System (MIS) and sales reports, ensuring all activities comply with Securities and Exchange Board of India (SEBI) regulations and internal policies.
• Other Requirements: Ability to work independently and manage multiple stakeholders while being willing to travel for client meetings and partner engagements.

Qualifications

• Educational Background: Graduate/Postgraduate in Finance, Business Administration, or related fields.
• Certification: NISM VA certification is a must.
• Experience: Minimum of 10 years of total experience, with at least 5 years in managing organized accounts within the asset management or financial services industry.
• Sales Track Record: Proven track record in driving sales through banks, wealth managers, or national distributors.

Preferred Skills

• Leadership potential and a collaborative growth mindset.
• Strong interpersonal and relationship management skills.
• Excellent communication and presentation abilities.
• Strategic thinking with a solution-oriented approach.

Experience

• Minimum of 10 years of total professional experience with a significant focus on the financial services industry, particularly in asset management.

Environment

• Typical work setting is in an office environment in Mumbai, with a requirement for travel for client meetings and partner engagements.

Salary

Estimated salary range is not specified.

Growth Opportunities

Potential career advancement opportunities include higher managerial roles within the company focusing on strategic operations and leadership in sales functions.

Benefits

Benefits information is not specified.