Senior Sales Manager-(B2B Finance product Sales)

21 hours ago

Mumbai, Maharashtra, India 37d697d4-e843-4e15-8dc6-72215b4254df Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Senior Manager Institutional & Channel Sales . Role -

Overview We are looking for a dynamic and well-connected B2B Sales Manager who will drive institutional and intermediary partnerships for our PMS, AIF, and quantitative investment strategies. The ideal candidate brings a proven track record of exceeding AUM/revenue targets , a strong network across IFAs, RIAs, family offices, and wealth managers , and the ability to represent . This role is ideal for someone who thrives in high-performance environments, enjoys building long-term relationships, and understands the solution-based sales in capital markets .

Key Responsibilities -

Business Development & Growth

Drive AUM growth through strategic partnerships with distributors, RIAs, IFAs, MFDs, family offices, and wealth management firms .

Identify, onboard, and nurture scalable B2B relationships to expand distribution reach across India.

Manage the entire sales lifecycle from lead generation and pitching to deal closure and ongoing engagement.

Collaborate with internal teams to align sales efforts with marketing, research, and product initiatives.

Client Relationship Management

  • Serve as a trusted advisor to channel partners and institutional clients. Conduct product presentations, investment discussions, and performance reviews to strengthen relationships and improve retention. Maintain a deep understanding of client needs and market trends to position company's products effectively. Strategy & Market Intelligence Contribute to overall sales and distribution strategy , pricing, and positioning. Track pipeline, sales metrics, and performance data to drive business decisions. Gather market intelligence and feedback to refine go-to-market strategy. Compliance & Brand Representation Ensure all sales and client interactions are fully compliant with SEBI and regulatory standards .
  • What Were Looking
  • For 5+ years of experience in B2B financial product sales (PMS, AIF, Mutual Funds, or Investment Advisory). Proven success in driving AUM/revenue growth through institutional and distributor networks. Strong existing network within the IFA, RIA, and wealth management ecosystem. Excellent communication, presentation, and negotiation skills with the ability to engage senior stakeholders. Deep understanding of capital markets, portfolio management, and investment products.
  • Educational background: MBA (Finance/Marketing), CFA, CA, CFP, or equivalent certifications preferred.
  • NISM certifications are mandatory .

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