Oaklane Capital Management LLP

3 weeks ago

Pune, India Oaklane Capital Management LLP Full time

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 skillsWhat 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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