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Sales Head
XpertReachMumbai, MH, in5 days ago
Job type
- Quick Apply
Job descriptionDevelop and execute a client acquisition strategy to increase AUM and expand Build deep relationships with wealth intermediaries, multi-family offices, and Represent the PMS offering in investor forums, events, and high-level meetings Craft and deliver compelling investment narratives in collaboration with the Manage product positioning, client presentations, and closure of large-ticket Monitor industry trends and investor needs to refine offerings and drive Ensure compliance with SEBI regulations, internal diligence, and documentation 10–15 years of experience in PMS / AIF sales , wealth management, or Strong relationships with family offices, HNIs / UHNIs , and private bankers Proven track record in closing large deals and raising capital in the private Solid understanding of capital markets and PMS regulatory framework Strong pitching, interpersonal, and presentation skills Entrepreneurial and self-starter mindset with leadership qualities Graduate + MBA (Finance / Marketing) preferred 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
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
market share
institutional channels
investment team
mandates (₹5Cr+)
differentiation
standards Ideal Candidate Profile
investment distribution
wealth segment
Qualifications
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
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Sales Head • Mumbai, MH, in
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