Sales Head
On-siteMumbai, Maharashtra, India
Job Summary
Drive PMS sales by acquiring new clients primarily from family offices, UHNIs, and wealth platforms. Develop and execute a client acquisition strategy to increase AUM and expand market share. Build deep relationships with wealth intermediaries, multi-family offices, and institutional channels. Represent the PMS offering in investor forums, events, and high-level meetings. Craft and deliver compelling investment narratives in collaboration with the investment team. Manage product positioning, client presentations, and closure of large-ticket mandates (₹5Cr+). Monitor industry trends and investor needs to refine offerings and drive differentiation. Ensure compliance with SEBI regulations, internal diligence, and documentation standards.
Required Qualifications
- 10–15 years of experience in PMS / AIF sales, wealth management, or investment distribution
- Strong relationships with family offices, HNIs/UHNIs, and private bankers
- Proven track record in closing large deals and raising capital in the private wealth segment
- Solid understanding of capital markets and PMS regulatory framework
- Strong pitching, interpersonal, and presentation skills
- Entrepreneurial and self-starter mindset with leadership qualities
Desired Qualifications
- Graduate + MBA (Finance/Marketing) preferred
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