Role Overview
The
Head of Sales & Distribution
will spearhead sales and distribution strategy for
in-house investment products (PMS, AIF, Quant Strategies)
and
external third-party products
across multiple wealth segments. This is a leadership role, pivotal to scaling presence and building long-term client partnerships across HNIs, Family Offices, and Institutions.
Key Responsibilities
Sales & Distribution Leadership
Develop and execute robust sales & distribution strategies for in-house PMS, AIF, and curated third-party products.
Drive AUM growth across channels – HNIs, UHNIs, Family Offices, Institutional Clients, IFAs, and National Distributors.
Client & Partner Management
Build deep, trust-based relationships with HNIs, Family Offices, and Corporate Treasuries.
Expand partnerships with distributors, private bankers, and intermediaries to widen product reach.
Fundraising & Business Development
Achieve ambitious fundraising targets across PMS, AIF, and alternative investments.
Identify and onboard new distribution partners while strengthening existing ones.
Regulatory & Market Awareness
Stay updated on SEBI and AIF regulations; ensure compliance in all distribution activities.
Leverage research-driven insights and market intelligence for product positioning.
Team Building & Mentorship
Build, mentor, and lead a high-performing sales & distribution team.
Foster a culture of performance, accountability, and client-first approach.
Strategic Collaboration
Work closely with Product, Research, and Marketing teams to align client propositions with market needs.
Drive digital adoption and innovative IR strategies to enhance investor engagement.
Candidate Profile
Experience :
15+ years in Wealth Management / Asset Management / Distribution of PMS, AIF, or similar investment products.
Proven Track Record :
Demonstrated success in fundraising and scaling distribution networks.
Market Expertise :
Strong understanding of PMS, AIFs, mutual funds, alternates, and regulatory frameworks.
Relationship Skills :
Exceptional ability to engage with HNIs, UHNIs, Family Offices, and institutions.
Leadership :
Experience in leading large teams, driving growth, and influencing stakeholders.
Mindset :
Strategic thinker with execution excellence and an entrepreneurial spirit.
Head Of Distribution • Delhi, India