Job Title: Head of Sales

Location: Bangalore

Employment Type: Full – time

Role Summary

The Head of Sales will lead the client acquisition, revenue growth, and

relationship management functions of the organization. This role is

responsible for driving sales strategy, mentoring the sales team, strengthening

client trust, and ensuring consistent growth in AUM through ethical, process-

driven, and consultative selling practices aligned with long-term wealth

creation for clients.

Key Responsibilities

Sales Strategy & Leadership

 Define and execute the organization’s sales strategy to achieve AUM and

revenue targets

 Lead, mentor, and monitor the sales team to ensure consistent performance

and productivity

 Establish structured sales processes, tracking mechanisms, and performance

metrics

 Drive a culture of consultative selling focused on client needs and suitability

Client Acquisition & Relationship Management

 Acquire high-quality clients aligned with the organization’s positioning

 Build and maintain strong relationships with key clients and prospects

 Support the team in closing complex or high-value client engagements

 Ensure high standards of client experience and trust-building

Team Development & Performance Management

 Train and guide the sales team on products, processes, and communication

standards

 Conduct regular performance reviews and provide constructive feedback

 Identify skill gaps and organize training to enhance team capability

Coordination & Process Alignment





 Work closely with operations, research, and advisory teams for seamless client

servicing

 Ensure accurate handover of client requirements to the operations team

 Maintain discipline in documentation, compliance, and data integrity

Business Planning & Reporting

 Track sales performance, pipeline, and conversion ratios

 Prepare periodic sales reports and forecasts for management review

 Identify new opportunities, partnerships, and channels for business growth

Required Skills & Competencies

 Solid understanding of mutual funds, wealth management, and investment

products

 Proven leadership and team management ability

 Excellent communication, negotiation, and interpersonal skills

 Strategic thinking with execution focus

 Strong ethical approach and client-first mindset

 Ability to build processes and ensure adherence

Qualifications & Experience

 Graduate / Postgraduate in Commerce, Finance, Business, or related field

 NISM V A certification preferred

 6–10 years of experience in wealth management / financial product sales

 Prior experience in leading a sales team preferred in Mutual Fund Distribution Company

Pay: From ₹600,000.00 per year

Application Question(s):

- How many years of team handling experience do you have in the similar domain?
- Are okay for Rajajinagar location in Bangalore?
- Are you NISM5 Certified?

Experience:

- Mutual Fund: 6 years (Preferred)

Work Location: In person

📌 Head of Sales (India)
🏢 Happy Investor Finserv
📍 India