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;

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- Drive AUM growth through partnerships with national distributors, RIAs, IFAs, MFDs, family offices and wealth management firms

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- Identify, onboard and nurture scalable B2B relationships across India

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- Manage the full sales lifecycle from lead generation and pitching through to closure and ongoing engagement

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- 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

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- Set coverage models, territory design, productivity benchmarks and incentive structures

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- 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

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- Run product presentations, investment discussions and performance reviews to strengthen retention

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- 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

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- Track pipeline, sales metrics and performance data to drive decisions

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- 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

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- 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

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- Demonstrated success building large-scale AUM through institutional and distributor networks

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- Robust existing network across IFA, RIA, family office and wealth management ecosystems

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- Experience owning a distribution number; ideally leading a sales team

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- Excellent communication, presentation and negotiation skills with CXO-level stakeholders

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- Deep understanding of capital markets, portfolio management and investment products; comfort with quantitative strategies a strong plus

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- MBA (Finance/Marketing), CFA, CA, CFP or equivalent preferred

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- NISM certifications mandatory

/n /n What's On Offer /n /n

- Direct reporting into the CEO in a high-visibility leadership role

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- ESOPs and benefits aligned to franchise growth

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- Ownership of the full distribution charter at a growing quant-driven PMS platform

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