Senior Investment Sales Executive

The role is with a Wealth Management company.

Job Title : Head – Sales (Portfolio Management Services)

Location : Mumbai

Experience : 7–15 years in Wealth Management / PMS / AIF / Private Banking

About the Role :

We are seeking a highly driven and hands-on Sales Leader to independently lead client acquisition for a fast-growing Portfolio Management Services (PMS) platform offering three differentiated funds.

This is a standalone, individual-contributor role with no team management responsibilities. The ideal candidate brings a strong natural market, deep HNI / UHNI relationships, and the ability to independently raise capital and scale AUM.

Key Responsibilities :

• Take full ownership of end-to-end sales, focusing on acquiring HNI, UHNI, and Family Office clients.
• Independently promote, distribute, and raise capital for the three PMS funds.
• Actively leverage personal networks and develop new relationships to build a strong and sustainable sales pipeline.
• Execute all client interactions hands-on, including meetings, presentations, onboarding discussions, and ongoing engagement.
• Partner closely with the investment team to translate fund strategies and performance into compelling sales narratives.
• Track and deliver monthly AUM growth targets with complete autonomy.
• Build and maintain strong relationships with wealth managers, MFDs, RMs, and other market intermediaries when needed.
• Ensure all client onboarding and documentation adhere strictly to PMS compliance requirements.

Candidate Profile :

thrives in a standalonerole without team support.

What This Role Offers :