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Sales Head

Sales Head

XpertReachMumbai, MH, in
6 days ago
Job type
  • Quick Apply
Job description

Job Description

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
  • 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
  • Create a job alert for this search

    Sales Head • Mumbai, MH, in

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