Jainam Broking Limited
Website:
jainam.in
Job details:
Jainam Broking Limited
Location
Mumbai 3
Department
Investment Sales - JBL
Employment Type
Full-time
Applications Received
1
Closes On
12 Oct, 2026
Position Summary
The Deputy Vice President – PMS Sales will be responsible for driving Portfolio Management Services (PMS) business growth through acquisition of High Net-Worth Individuals (HNIs), Ultra-HNIs (UHNI), Family Offices, Corporate Treasuries, and affluent investors. The role requires strong expertise in capital markets, investment products, relationship management, and sales leadership to achieve revenue targets while ensuring superior client experience and regulatory compliance.
Key Responsibilities
Business Development & Revenue Generation
- Drive acquisition of new PMS clients and achieve assigned Assets Under Management (AUM) and revenue targets.
- Develop and execute strategies to increase PMS penetration within existing broking and wealth management client bases.
- Generate business through direct sourcing, referrals, channel partners, RMs, IFAs, and professional networks.
- Identify cross-selling opportunities across equity, mutual funds, structured products, AIFs, bonds, and other wealth solutions.
- Build a strong pipeline of prospective HNI/UHNI clients.
Client Relationship Management
- Establish and maintain long-term relationships with HNI/UHNI investors, family offices, and corporate clients.
- Conduct portfolio review meetings and provide market insights to clients.
- Understand client financial goals, risk profiles, and investment requirements.
- Ensure high levels of client satisfaction, retention, and wallet-share enhancement.
PMS Product Positioning
- Present PMS investment strategies, performance reports, market outlooks, and portfolio solutions to clients.
- Work closely with Fund Managers, Investment Advisors, and Research Teams to communicate investment strategies effectively.
- Organize investor meets, webinars, seminars, and client engagement programs.
- Stay updated with market trends, economic developments, and competitive PMS offerings.
Team Management & Leadership
- Lead, mentor, and develop a team of PMS Sales Managers/Relationship Managers.
- Set sales targets and monitor team productivity and performance metrics.
- Provide guidance on client acquisition, relationship management, and solution selling.
- Drive a high-performance sales culture within the team.
Compliance & Risk Management
- Ensure all client acquisition and advisory activities comply with SEBI, Exchanges, and internal regulatory guidelines.
- Maintain accurate documentation, suitability assessments, and KYC compliance.
- Adhere to ethical sales practices and governance standards.
Key Performance Indicators (KPIs)
- PMS AUM Mobilization
- Revenue & Brokerage Generation
- New Client Acquisition
- Client Retention Ratio
- Net Asset Inflows
- Cross-sell Revenue
- Team Productivity
- Conversion Ratio
- Client Satisfaction Scores
Required Qualifications
- MBA / PGDM in Finance, Marketing, Wealth Management, or related field.
- NISM Certifications (Mandatory/Preferred as per organizational requirements).
- Additional certifications such as CFP, CFA, or CWM will be an advantage.
Experience
- 10–15+ years of experience in Wealth Management, PMS, Broking, Private Banking, or Investment Advisory.
- Minimum 5+ years of proven experience in PMS or wealth product sales.
- Strong track record of AUM acquisition and revenue generation from HNI/UHNI segments.
- Experience leading and managing sales teams is preferred.
Core Competencies
Technical Skills
- Deep understanding of PMS, Equity Markets, AIFs, Mutual Funds, and Wealth Products.
- Knowledge of portfolio construction and investment management concepts.
- Proficiency in CRM systems and sales reporting tools.
Behavioral Competencies
- Strong relationship-building and networking skills.
- Excellent presentation and communication abilities.
- Strategic thinking and business development mindset.
- Negotiation and influencing capabilities.
- Leadership and team development skills.
- Result-oriented with strong client focus.
Preferred Candidate Profile
- Established network of HNI/UHNI investors, wealth advisors, and business communities.
- Strong understanding of Indian capital markets and investment products.
- Ability to independently manage large revenue responsibilities and build scalable PMS business.
- Entrepreneurial mindset with a consultative sales approach.
Click on Apply to know more.