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Oaklane Capital Management LLP - Head - Sales

Oaklane Capital Management LLP - Head - Sales

Oaklane Capital Management LLPMumbai, India
30+ days ago
Job description

Head - Sales Summary :

As Head Sales, you will spearhead the mutual fund distribution strategy at Oaklane Capital. This role demands a sharp distribution strategist who prefers quality over quantum focusing on RIA partnerships, family offices, and platform-led distribution.

The ideal candidate will have a deep understanding of the Indian investment landscape, a client-first mindset, and the ability to position products with clarity, credibility, and Expectations from the Role :

  • Institutional Sales & Business Development
  • Team Building & Sales Governance
  • Client & Partner Engagement
  • Product Positioning & Investor Solutions
  • Cross-functional 20+ years in Mutual Fund / PMS / AIF distribution, preferably equity-led
  • Proven ability to raise retail + institutional AUM through clean channels (RIA, family offices, fintech platforms)
  • Comfortable operating with lean teams, clear governance, and zero misselling tolerance
  • Familiarity with SEBI regulations around trail commission, distributor empanelment, and investor grievance norms.
  • Strong understanding of capital markets, portfolio strategies, and advisory-led distribution
  • Excellent communication, presentation, and relationship management skills

What we Expect you to Bring :

  • Sustainable AUM growth from institutional and RIA-driven channels
  • Deepened strategic partnerships across family office and advisory ecosystems
  • High client satisfaction and strong renewal / reinvestment rates
  • Alignment with Oaklanes values of long-term growth, investor-centricity, and transparency
  • SIP growth from Direct + RIA channels
  • Low-cost AUM from aligned partners (not volume-led push)
  • Channel partner satisfaction, zero regulatory escalations
  • Investor retention and scheme persistence
  • Strong understanding of capital markets, portfolio strategies, and advisory-led distribution
  • Excellent communication, presentation, and relationship management skills
  • Experience in PMS-to-MF transition or greenfield AMC build-out
  • Prior exposure to compliance-linked sales models (e.g., RIA-led)
  • Understanding of SIP campaigns, long-cycle investor engagement models, and B2C digital interfaces

    • (ref : iimjobs.com)

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    Sales Head • Mumbai, India