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 expandmarket share
Build deep relationships with wealth intermediaries, multi-family offices, andinstitutional channels
Represent the PMS offering in investor forums, events, and high-level meetingsCraft and deliver compelling investment narratives in collaboration with theinvestment team
Manage product positioning, client presentations, and closure of large-ticketmandates (₹5Cr+)
Monitor industry trends and investor needs to refine offerings and drivedifferentiation
Ensure compliance with SEBI regulations, internal diligence, and documentationstandards Ideal Candidate Profile
10–15 years of experience in PMS / AIF sales , wealth management, orinvestment distribution
Strong relationships with family offices, HNIs / UHNIs , and private bankersProven track record in closing large deals and raising capital in the privatewealth segment
Solid understanding of capital markets and PMS regulatory frameworkStrong pitching, interpersonal, and presentation skillsEntrepreneurial and self-starter mindset with leadership qualitiesQualifications
Graduate + MBA (Finance / Marketing) preferredRequirements
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 platformsDevelop and execute a client acquisition strategy to increase AUM and expand market shareBuild deep relationships with wealth intermediaries, multi-family offices, and institutional channelsRepresent the PMS offering in investor forums, events, and high-level meetingsCraft and deliver compelling investment narratives in collaboration with the investment teamManage product positioning, client presentations, and closure of large-ticket mandates (₹5Cr+)Monitor industry trends and investor needs to refine offerings and drive differentiationEnsure compliance with SEBI regulations, internal diligence, and documentation standards Ideal Candidate Profile10–15 years of experience in PMS / AIF sales, wealth management, or investment distributionStrong relationships with family offices, HNIs / UHNIs, and private bankersProven track record in closing large deals and raising capital in the private wealth segmentSolid understanding of capital markets and PMS regulatory frameworkStrong pitching, interpersonal, and presentation skillsEntrepreneurial and self-starter mindset with leadership qualities QualificationsGraduate + MBA (Finance / Marketing) preferred