Hiring | Head – Sales |WealthTech | Mumbai

Experience: 18–25 years

About the Company A leading WealthTech company serving HNI, UHNI and Family Office clients through technology-led wealth management solutions.

Role Overview

Lead sales, AUM mobilisation and revenue growth through strategic client acquisition, distribution partnerships and team leadership.

Key Responsibilities

1. Business Growth

- Own annual AUM mobilisation, revenue and sales targets.
- Acquire HNI/UHNI clients, Family Offices and institutional investors.
- Drive net recent AUM, cross-selling and client wallet share.
- Manage sales pipelines, forecasting and conversions.

1. Relationships & Distribution

- Build relationships with HNI/UHNI investors, Family Offices, private banks, wealth managers, IFAs, MFDs and RIAs.
- Develop distribution partnerships and drive channel activation.
- Lead key client relationships and large-ticket closures.

1. Sales Leadership

- Build and lead high-performing sales and relationship teams.
- Set targets, monitor performance and drive productivity.

1. Business Strategy & Governance

- Identify new markets, investor segments and distribution opportunities.
- Track competition and collaborate with internal teams to drive growth.




- Ensure adherence to applicable SEBI regulations and internal compliance policies.

Key Performance Indicators
- Gross and net new AUM mobilisation.
- Revenue and profitability targets.
- HNI/UHNI and Family Office acquisitions.
- Large-ticket closures and institutional business.
- Distribution channel productivity.
- Sales conversion, team performance and client retention.

Desired Candidate Profile
- 18–25 years of experience in Wealth Management, WealthTech, AIF, PMS, Private Banking or Financial Services.
- 6–8 years in senior sales leadership.
- Strong HNI/UHNI, Family Office and distribution network.
- Proven AUM mobilisation and revenue track record.
- Experience in building and scaling sales teams.
- Strong commercial, negotiation and relationship management skills.

Preferred Background: Leading Wealth Management firms, AIF/PMS houses, Private Banks and WealthTech platforms. Share resumes at [email protected]

#SalesHead #HNIUHNI #FamilyOffice #UrgentHiring #WealthManagement Quest Business Solution Debraj Chatterjee Sneha Joshi Purohit Atashi Roy Aditi Verma

📌 Sales Head - wealth management - mumbai
🏢 Quest Business Solution
📍 Mumbai