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 fast-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 robust 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

📌 Director sales (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai