Location: Mumbai (BKC) Department: B2B Sales & Distribution
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.
The firm combines quantitative models with behavioural finance inputs to build data-driven portfolios across the wealth spectrum.
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.
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
Client Relationship Management
Run product presentations, investment discussions and performance reviews to strengthen retention
Strategy & Market Intelligence
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