Sales Head (Mumbai)

Sales Head (Mumbai)

21 Aug
|
Important Company of the Sector
|
Mumbai

21 Aug

Important Company of the Sector

Mumbai





Requirements



About the Opportunity


A fast -growing Portfolio Management Services (PMS) firm with a strong investment track


record is looking for a dynamic Sales Head to lead its high -value client acquisition and


relationship -building efforts across the family office and HNI/UHNI ecosystem.


This is a high -impact leadership role focused on growing the PMS client base through


strategic relationship management, direct sales, and channel partnerships.


Key Responsibilities


• Drive PMS sales by acquiring recent clients – primarily family offices, UHNIs, and


wealth platforms


• Develop and execute a client acquisition strategy to increase AUM and expand


market share


• Build deep relationships with wealth intermediaries, multi -family offices, and


institutional channels


• Represent the PMS offering in investor forums, events, and high -level meetings


• Craft and deliver compelling investment narratives in collaboration with the


investment team






• Manage product positioning, client presentations, and closure of large -ticket


mandates (₹5Cr+)


• Monitor industry trends and investor needs to refine offerings and drive


differentiation


• Ensure compliance with SEBI regulations, internal diligence, and documentation


standards Ideal Candidate Profile


• 10–15 years of experience in PMS / AIF sales, wealth management, or


investment distribution


• Strong relationships with family offices, HNIs/UHNIs, and private bankers


• Proven track record in closing large deals and raising capital in the private


wealth segment


• Solid understanding of capital markets and PMS regulatory framework


• Strong pitching, interpersonal, and presentation skills


• Entrepreneurial and self -starter mindset with leadership qualities


Qualifications


• Graduate + MBA (Finance/Marketing) preferred






📌 Sales Head (Mumbai)
🏢 Important Company of the Sector
📍 Mumbai

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