About the Role
We distribute portfolio management services (PMS), alternative investment funds (AIF), and mutual funds to high-net-worth individuals, NRIs, and family offices. We are expanding our distribution network and need someone who is comfortable on the phone, articulate in English, and genuinely curious about how financial products work.
This is a phone-first role. You will spend your day speaking to prospective distribution partners and existing clients. Product knowledge will be taught — what we cannot teach is the willingness to pick up the phone and the ability to hold an intelligent conversation once someone answers.
Key Responsibilities
- Cold call prospective distribution partners (IFAs, mutual fund distributors, wealth advisors, CAs) to introduce our platform and onboard them
- Maintain and work through a structured calling pipeline with disciplined follow-up until closure
- Call existing clients and partners for relationship management, servicing queries, and upselling relevant products
- Understand client portfolios well enough to identify and pitch suitable additional products
- Maintain accurate records of every conversation, outcome, and next action in the CRM
- Coordinate with the internal team for onboarding documentation and empanelment
- Meet monthly targets on calls made, partners onboarded, and AUM added
Requirements
- Fluent, confident spoken English — you will be speaking to sophisticated investors and professionals daily
- Comfort and persistence with outbound calling; no hesitation about cold calls
- 1–3 years' experience in tele-sales, inside sales, or financial product sales preferred (freshers with exceptional communication will be considered)
- Strong interest in learning about mutual funds, PMS, AIF, and capital markets
- Good listening skills and the ability to build rapport quickly over the phone
- Discipline in follow-up and record-keeping
- Graduate in any discipline; commerce, finance, or MBA background an advantage
- NISM certification is a plus (we will support you in obtaining it)
What We Offer
- Full training on PMS, AIF, and mutual fund products
- Uncapped performance incentives on partner acquisition and AUM
- Direct exposure to HNI and family office clients
- Support for NISM certification
- Clear growth path into relationship management
How to Apply
Before applying, please visit www.pmssahihai.com and read about our products and what we do. We expect applicants to have a basic understanding of our business before the first call — candidates who have done this will stand out immediately.
Apply through Indeed with your updated CV. Shortlisted candidates will be assessed on a live telephonic round, which will include questions on what you understood from our website.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
