Head of PMS Distribution

4 weeks ago

Hyderabad, Telangana, India OngoleBulls Full time
Job Title: Head of PMS Distribution Location: Hyderabad (Corporate HQ) | Open to PAN India leadership presence
Department: Wealth Management & Alternate Investment Products
Reports To: CEO / Director – Wealth & Private Client Group
CTC: Best-in-industry + Performance-linked incentives + ESOPs (for deserving candidates)
Role Overview We are seeking a visionary and results-driven Head of PMS Distribution to spearhead our Portfolio Management Services (PMS) vertical at OngoleBulls Invest Pvt Ltd. The ideal candidate will bring deep expertise in PMS product structuring, regulatory compliance, third-party product partnerships, and scaling distribution networks across HNI, UHNI, and family office segments.
This is a CXO-track role designed for dynamic leaders who can architect growth, mentor teams, and build one of India's most respected PMS distribution arms under the OngoleBulls umbrella.
Key Responsibilities Lead and manage the entire PMS distribution business , including sales, operations, compliance, and partner management.
Drive partnerships and empanelment with leading PMS providers
Define and execute a pan-India distribution strategy targeting HNIs, NRIs, Family Offices, and IFAs/RIA partners.
Own full P&L responsibility for the PMS vertical, including revenue targets, client acquisition, retention, and cost control.
Build and mentor a high-performance PMS advisory team and ensure all team members are NISM Series XXI-A certified and APMI registered .
Monitor product performance, asset allocation strategies, client suitability frameworks, and exit strategies.
Ensure 100% regulatory compliance with SEBI guidelines, APMI Code of Conduct, disclosure norms, and internal risk controls.
Innovate investor engagement strategies: webinars, digital campaigns, portfolio review sessions, and educational content.
Collaborate closely with leadership across Mutual Fund Distribution, AIFs, WealthTech, and Family Office teams for cross-sell synergy.
Eligibility & Required Qualifications 7+ years of experience in PMS distribution, private wealth, or HNI investment sales; leadership experience in a financial services firm is a must.
Valid NISM Series XXI-A Certification and APMI Registration Number (APRN) .
Postgraduate degree in Finance/Management (MBA, CFA, CFP, CWM preferred).
Strong track record of scaling PMS AUM and managing partner relationships across multiple PMS houses.
Deep understanding of PMS structures, investment philosophies (Value, Flexi-cap, Thematic), and risk-mitigation strategies.
Key Skills & Competencies Proven leadership and team-building abilities.
Strong knowledge of SEBI PMS regulations and ethical client practices.
Excellent communication and client presentation skills.
Tech-savvy with working knowledge of CRM, portfolio analytics tools, and investor onboarding platforms.
Entrepreneurial mindset with a deep passion for alternative investments and long-term wealth creation.
Why Join OngoleBulls Invest? Be part of an rapidly scaling wealthtech and capital markets startup.
Leadership autonomy with strategic influence in shaping OngoleBulls' investment future.
Work with an elite team of investment professionals and tech leaders.
Opportunity to co-create India's next-generation PMS + AIF platform with global ambitions.
How to Apply Please email your resume, APRN certificate, and a brief leadership note (max 300 words) to:
or send resume to 9281111727
Subject: Application – Head of PMS Distribution – (Your Name)

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