Portfolio Sales Manager

3 weeks ago

Karachi, Sindh, Pakistan ENUM Full time

We are hiring a Portfolio Sales Manager to lead outreach and relationship development with U.S.-based investment firms. This role combines capital markets fluency with consultative sales execution and requires professionalism and a structured approach to build trust with institutional clients. You will work alongside firm leadership to develop and manage a pipeline of RIAs, independent broker-dealers, and boutique asset managers.

This is an opportunity to join a revenue-facing role with potential for long-term growth and client ownership.

Key Responsibilities:

  • Manage the entire sales process from prospecting to closing, including discovery, qualification, and follow-up
  • Build and maintain a structured CRM pipeline targeting financial advisors, fund managers, and C-suite decision makers
  • Create customized outreach messages, pitch decks, and follow-up proposals
  • Schedule and lead Zoom presentations, demos, and onboarding discussions with U.S. clients
  • Coordinate with operations and investment teams to ensure delivery alignment and client satisfaction

Market Intelligence & Business Development:

  • Stay informed on U.S. macroeconomic trends, industry shifts, and competitive dynamics
  • Identify key pain points for asset managers and position South Bay solutions accordingly
  • Monitor industry verticals such as RIAs, family offices, and alternatives for new opportunities
  • Represent the firm at industry events and forums as needed

Key Requirements:

  • Bachelor's degree in Finance, Economics, Math, or related field (LUMS preferred)
  • Minimum of 2 years of experience in financial services, sales, or client engagement roles
  • Understanding of macroeconomic and capital market dynamics (U.S. focus preferred)
  • Exceptional communication skills to convey complex ideas confidently
  • Familiarity with U.S. asset manager and wealth advisor ecosystems
  • Process-oriented, curious, and comfortable working across time zones
  • Experience with CRM tools and sales enablement platforms
Seniority Level
  • Entry level
Employment Type
  • Full-time
Job Function
  • Sales and Business Development

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