Requirements

About the Opportunity

A fast-growing Portfolio Management Services (PMS) firm with a solid 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 new 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)
🏢 XpertReach
📍 Mumbai