Sales Head

2 weeks ago

Mumbai Maharashtra India XpertReach Full time ₹ 50,00,000 - ₹ 1,50,00,000 per year

Requirements About the Opportunity A fast -growing Portfolio Management Services (PMS) firm with a strong investment track record is looking for a dynamic Sales Head to lead its high -value client acquisition and relationship -building efforts across the family office and HNI/UHNI ecosystem. This is a high -impact leadership role focused on growing the PMS client base through strategic relationship management, direct sales, and channel partnerships. Key Responsibilities • Drive PMS sales by acquiring new clients – primarily family offices, UHNIs, and wealth platforms • Develop and execute a client acquisition strategy to increase AUM and expand market share • Build deep relationships with wealth intermediaries, multi -family offices, and institutional channels • Represent the PMS offering in investor forums, events, and high -level meetings • Craft and deliver compelling investment narratives in collaboration with the investment team • Manage product positioning, client presentations, and closure of large -ticket mandates (₹5Cr+) • Monitor industry trends and investor needs to refine offerings and drive differentiation • Ensure compliance with SEBI regulations, internal diligence, and documentation standards Ideal Candidate Profile • 10–15 years of experience in PMS / AIF sales, wealth management, or investment distribution • Strong relationships with family offices, HNIs/UHNIs, and private bankers • Proven track record in closing large deals and raising capital in the private wealth segment • Solid understanding of capital markets and PMS regulatory framework • Strong pitching, interpersonal, and presentation skills • Entrepreneurial and self -starter mindset with leadership qualities Qualifications • Graduate + MBA (Finance/Marketing) preferred

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