This role is for one of the Weekday's clients
Min Experience: 7+ years
Location: Pune, Maharashtra, India
JobType: full-time
We are seeking an accomplished and results-driven Director – Institutional & HNI Sales to lead strategic business development initiatives focused on expanding our institutional and high-net-worth investor base. The ideal candidate will have extensive experience in mutual fund distribution, institutional sales, and relationship management with HNI/UHNI clients, along with a strong understanding of financial markets and investment products.
In this leadership role, you will be responsible for driving revenue growth, building long-term partnerships with institutional investors, family offices, corporate treasuries, wealth managers, and HNI clients, while leading a high-performing sales team. You will play a key role in identifying new business opportunities, developing market strategies, and strengthening the organization's presence within the investment ecosystem.
Key Responsibilities




Develop and execute sales strategies to acquire and retain institutional investors and HNI/UHNI clients.
Drive business growth through the distribution of mutual funds and other investment solutions.
Build and maintain relationships with banks, family offices, corporate treasuries, wealth management firms, distributors, and financial intermediaries.
Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client servicing.
Identify new market opportunities and formulate strategies to increase assets under management (AUM) and revenue.
Lead negotiations, investment discussions, and client presentations with senior stakeholders.
Collaborate with product, investment, compliance, and operations teams to deliver seamless client experiences.
Monitor industry trends, competitor activities, and regulatory developments affecting the mutual fund and wealth management industry.
Lead, mentor, and develop the sales team by setting transparent performance ob

📌 Director - Institutional & HNI Sales (Pune)
🏢 Weekday AI
📍 Pune