Location: Mumbai (BKC) Department: B2B Sales & Distribution
Reports To: CEO
Experience: 12+ years in B2B financial product sales / distribution leadership
Compensation: Competitive fixed component plus performance-linked incentives, along with ESOPs. A meaningful portion of total compensation is variable and linked to AUM/revenue delivery.
About the Organisation
A SEBI-registered quantitative investment advisory and PMS house running a substantial and quick-growing AUM base. The firm combines quantitative models with behavioural finance inputs to build data-driven portfolios across the wealth spectrum.
Role Overview
Own and scale the institutional and intermediary business across India. This is a leadership mandate, not an individual contributor seat - you will build the B2B distribution franchise for the firm's PMS, AIF and quantitative strategies, carry the AUM number for the channel, and work alongside the CEO on go-to-market strategy.
The ideal candidate brings a proven record of building and exceeding large AUM/revenue targets, deep relationships across IFAs, RIAs, family offices and wealth managers, and the credibility to represent a quant-driven house in front of institutional allocators and distribution heads.
Key Responsibilities
Business Development & Growth
Own the institutional and channel AUM target end to end, with full accountability for the distribution P&L;
Drive AUM growth through partnerships with national distributors, RIAs, IFAs, MFDs, family offices and wealth management firms
Identify, onboard and nurture scalable B2B relationships across India
Manage the full sales lifecycle from lead generation and pitching through to closure and ongoing engagement
Align sales efforts with marketing, research and product teams
Leadership & Team Building
Build,



mentor and scale the institutional and channel sales team as the franchise grows
Set coverage models, territory design, productivity benchmarks and incentive structures
Act as senior escalation point for key partner and institutional relationships
Client Relationship Management
Serve as trusted advisor to channel partners and institutional clients
Run product presentations, investment discussions and performance reviews to strengthen retention
Maintain a deep read on client needs and market trends to position products effectively
Strategy & Market Intelligence
Partner with the CEO on distribution strategy, pricing and positioning
Track pipeline, sales metrics and performance data to drive decisions
Gather market intelligence to refine go-to-market
Compliance & Brand Representation
Ensure all sales and client interactions are fully SEBI-compliant
Represent the firm at industry forums, conferences and partner events
What We're Looking For
12+ years in B2B financial product sales (PMS, AIF, Mutual Funds or Investment Advisory), including time in a leadership or channel-head capacity
Demonstrated success building large-scale AUM through institutional and distributor networks
Strong existing network across IFA, RIA, family office and wealth management ecosystems
Experience owning a distribution number; ideally leading a sales team
Excellent communication, presentation and negotiation skills with CXO-level stakeholders
Deep understanding of capital markets, portfolio management and investment products; comfort with quantitative strategies a strong plus
MBA (Finance/Marketing), CFA, CA, CFP or equivalent preferred
NISM certifications mandatory
What's On Offer
Direct reporting into the CEO in a high-visibility leadership role
ESOPs and benefits aligned to franchise growth
Ownership of the full distribution charter at a growing quant-driven PMS platform

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