13 Aug
|
Weekday AI (YC W21)
|
Pune Division
13 Aug
Weekday AI (YC W21)
Pune Division
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 the sales team by
📌 Director - Institutional & HNI Sales (Pune Division)
🏢 Weekday AI (YC W21)
📍 Pune Division