Description
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 solid 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.

Requirements
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 t

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