
Head - Sales
4 days ago
Head - Sales Summary:
As Head Sales, you will spearhead the mutual fund distribution strategy at Oaklane Capital. This role demands a sharp distribution strategist who prefers quality over quantum focusing on RIA partnerships, family offices, and platform-led distribution.
The ideal candidate will have a deep understanding of the Indian investment landscape, a client-first mindset, and the ability to position products with clarity, credibility, and Expectations from the Role:
- Institutional Sales & Business Development
- Team Building & Sales Governance
- Client & Partner Engagement
- Product Positioning & Investor Solutions
- Cross-functional 20+ years in Mutual Fund / PMS / AIF distribution, preferably equity-led
- Proven ability to raise retail + institutional AUM through clean channels (RIA, family offices, fintech platforms)
- Comfortable operating with lean teams, clear governance, and zero misselling tolerance
- Familiarity with SEBI regulations around trail commission, distributor empanelment, and investor grievance norms.
- Strong understanding of capital markets, portfolio strategies, and advisory-led distribution
- Excellent communication, presentation, and relationship management skills
What we Expect you to Bring:
- Sustainable AUM growth from institutional and RIA-driven channels
- Deepened strategic partnerships across family office and advisory ecosystems
- High client satisfaction and strong renewal/reinvestment rates
- Alignment with Oaklanes values of long-term growth, investor-centricity, and transparency
- SIP growth from Direct + RIA channels
- Low-cost AUM from aligned partners (not volume-led push)
- Channel partner satisfaction, zero regulatory escalations
- Investor retention and scheme persistence
- Strong understanding of capital markets, portfolio strategies, and advisory-led distribution
- Excellent communication, presentation, and relationship management skills
- Experience in PMS-to-MF transition or greenfield AMC build-out
- Prior exposure to compliance-linked sales models (e.g., RIA-led)
- Understanding of SIP campaigns, long-cycle investor engagement models, and B2C digital interfaces
(ref:iimjobs.com)-
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