Job Description Location: Mumbai (BKC)
n Department: B2B Sales & Distribution
n Reports To: CEO
n Experience: 12+ years in B2B financial product sales / distribution leadership
n 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.
n About the Organisation
n A SEBI-registered quantitative investment advisory and PMS house running a substantial and fast-growing AUM base. The firm combines quantitative models with behavioural finance inputs to build data-driven portfolios across the wealth spectrum.
n Role Overview
n 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.
n 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.
n Key Responsibilities
n Business Development & Growth
n n Own the institutional and channel AUM target end to end, with full accountability for the distribution P&L;
n Drive AUM growth through partnerships with national distributors, RIAs, IFAs, MFDs, family offices and wealth management firms
n Identify, onboard and nurture scalable B2B relationships across India
n Manage the full sales lifecycle from lead generation and pitching through to closure and ongoing engagement
n Align sales efforts with marketing, research and product teams
n n Leadership & Team Building
n n Build,



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

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