Be an Early Applicant
The Role
Acquire and grow HNI, UHNI, and institutional investor relationships for PMS and AIF offerings. Build partnerships with wealth firms, IFAs, RIAs, family offices, and private banks; manage the sales pipeline from lead to closure; drive net sales and AUM growth; conduct roadshows, webinars, and investor education; maintain CRM reporting; and ensure regulatory compliance while delivering a client-centric, advisory sales experience.
Summary Generated by Built In
At FYERS, we are
building a next-generation Asset Management platform with a strong focus
on PMS and AIF solutions. This is an exciting opportunity for passionate
business development professionals to work with a trusted brand, innovative
investment strategies, and a fast-growing distribution network. A frontline,
target-driven role for someone who genuinely understands capital markets and
equities, can hold their own in a conversation with seasoned investors &
advisors and has the hunting instinct to open new relationships. It is equally
about depth of knowledge and quality of relationships.
Key Expectation:
- Acquire and grow a
book of HNI, Ultra-HNI, Institutional investors for our PMS and AIF offerings.
- Build and manage
partnerships with distribution channels like Wealth Management Firms, IFAs, RIAs,
Family Offices, Private Banks etc.
- Develop deep,
long-term relationships rooted in a client-centric, advisory approach —
understanding goals, risk appetite, and portfolio fit before recommending
solutions.
- Drive net sales and
AUM growth in line with agreed targets, with clear ownership of your pipeline
from lead to closure.
- Stay sharp on
markets, the equity landscape, peer products, regulations and the broader
alternatives ecosystem to bring that perspective into client conversations.
- Maintain accurate
pipeline, activity and reporting discipline in the CRM.
- Drive periodic
roadshows, webinars and investor education sessions.
- Operate fully within regulatory
guidelines and internal compliance standards at all times.
Required Skills & Qualifications:
- 7–10 years of experience in sales or
distribution of similar products — PMS, AIF, SIF, Mutual
Funds or other wealth/investment solutions — Ideally within an AMC, wealth management
firm or registered investment advisor.
- Demonstrable
track record of acquiring and growing relationships with HNI/UHNI clients,
family offices, distributors or institutions.
- Strong,
genuine understanding of capital markets and equities — not surface-level
product talk.
- Stellar
interpersonal, negotiation, presentation, and communication skills with High ownership, integrity with the maturity to
operate independently in a target-driven environment.
- A
genuine client-centric approach — puts suitability and trust ahead of the quick
sale.
- Graduate
/ Postgraduate in Finance, Commerce, Business, or a related field. MBA / CFA /
CA is an added advantage.
- NISM
certifications relevant to PMS/AIF distribution preferred; Willingness to
obtain required certifications if not already held.
Why Join FYERS Asset
Management:
- Be part of an
innovative, high-growth, technology-led financial powerhouse.
- Opportunity to build
and scale the PMS & AIF business from the ground up.
- Work alongside
visionary leaders shaping the future of asset management.
Skills Required
- 7–10 years of experience in sales or distribution of PMS, AIF, SIF, mutual funds, or other wealth and investment solutions
- Experience within an asset management company, wealth management firm, or registered investment advisor
- Demonstrable track record acquiring and growing relationships with HNI/UHNI clients, family offices, distributors, or institutions
- Strong understanding of capital markets and equities
- Interpersonal, negotiation, presentation, and communication skills
- High ownership, integrity, and ability to operate independently in a target-driven environment
- Client-centric approach focused on suitability and trust
- Graduate or postgraduate degree in Finance, Commerce, Business, or a related field
- MBA, CFA, or CA
- Relevant NISM certification for PMS/AIF distribution
- Willingness to obtain required certifications if not already held
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The Company
What We Do
FYERS Securities Private Limited operates a technology-first brokerage and investment platform for Indian traders and investors. It enables retail and institutional participation across equities, derivatives, commodities, mutual funds, and other market products, combining transparent pricing, charting, real-time insights, seamless execution, and developer-friendly APIs. The company also provides institutional equities, execution, and market access across India’s major exchanges for professional financial institutions.
