Head – Sales

2 weeks ago

Mumbai, India RightMatch HR Services Private Limited Full time

The role is with a Wealth Management company.Job Title: Head – Sales (Portfolio Management Services)Location: MumbaiExperience: 7–15 years in Wealth Management / PMS / AIF / Private BankingAbout the Role:We are seeking a highly driven and hands-on Sales Leader to independently lead client acquisition for a fast-growing Portfolio Management Services (PMS) platform offering three differentiated funds.This is a standalone, individual-contributor role with no team management responsibilities. The ideal candidate brings a strong natural market, deep HNI/UHNI relationships, and the ability to independently raise capital and scale AUM.Key Responsibilities:Take full ownership of end-to-end sales, focusing on acquiring HNI, UHNI, and Family Office clients.Independently promote, distribute, and raise capital for the three PMS funds.Actively leverage personal networks and develop new relationships to build a strong and sustainable sales pipeline.Execute all client interactions hands-on, including meetings, presentations, onboarding discussions, and ongoing engagement.Partner closely with the investment team to translate fund strategies and performance into compelling sales narratives.Track and deliver monthly AUM growth targets with complete autonomy.Build and maintain strong relationships with wealth managers, MFDs, RMs, and other market intermediaries when needed.Ensure all client onboarding and documentation adhere strictly to PMS compliance requirements.Candidate Profile:7–15 years of experience in PMS, AIF, Wealth Management, Private Banking, or Investment Sales.Strong natural market with a proven ability to raise capital independently.Hands-on, self-driven, and entrepreneurial; thrives in a standalone role without team support.Deep understanding of PMS products, equity markets, and investment philosophies.Excellent communication, relationship-building, and negotiation skills.High level of ownership with the ability to build business from the ground up.What This Role Offers:A pure individual-contributor role with full autonomy and responsibility.Opportunity to grow AUM across three strong PMS funds.Hands-on environment that rewards initiative and performance.Attractive incentive structure linked to sales success and AUM growth.

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