Lead - Sales

Company Overview

Not specified.

Job Summary

The Lead - Sales is responsible for spearheading fundraising and business development initiatives targeting institutional investors and distribution partners. The role involves formulating and executing sales strategies, cultivating and maintaining strategic client relationships, expanding the firm's distribution network, and collaborating closely with the investment team to drive Assets Under Management (AUM) growth. This position plays a critical role in enhancing the company's market presence and revenue streams within the institutional and wealth distribution sectors.

Responsibilities

• Develop and implement comprehensive sales strategies to achieve fundraising targets across AIFs (Alternative Investment Funds), PMS (Portfolio Management Services), and mutual funds.
• Build and nurture strong relationships with institutional investors, distribution partners, and key stakeholders to facilitate business growth.
• Expand and manage the distribution network, identifying new channels and opportunities for business development.
• Collaborate with the investment team to align sales initiatives with product offerings and investment strategies.
• Drive business growth by identifying new market opportunities and developing tailored solutions for clients.
• Monitor market trends and competitor activities to refine sales approaches and maintain a competitive edge.

Qualifications

• 6+ years of experience in institutional and wealth distribution, with a proven track record in fundraising and business growth.
• Extensive experience in B2B distribution markets, particularly within AIFs, PMS, and mutual funds.
• Strong understanding of fundraising strategies and client relationship management.
• Excellent sales and negotiation skills.
• Ability to develop and execute strategic sales plans.
• Knowledge of regulatory frameworks related to investment products.
• Educational qualifications: Bachelor’s degree in Finance, Business Administration, Economics, or related fields; MBA or equivalent preferred.
• Demonstrated ability to build and develop capabilities in B2C sales over time.

Preferred Skills

• Experience working in high-growth financial services environments.
• Strong networking and stakeholder management skills.
• Proficiency in CRM software and sales analytics tools.
• Ability to adapt to a dynamic and competitive market landscape.
• Excellent communication and presentation skills.

Experience

• Minimum of 6 years of relevant experience in institutional and wealth distribution.
• Proven success in fundraising, business development, and distribution network expansion within the financial services industry.

Environment

• Location: Mumbai.
• Work setting: Office-based, with potential for client meetings and travel.
• The role involves engaging with institutional clients and distribution partners in a professional, fast-paced environment.

Salary

Open to discussion.

GrowthOpportunities

Not specified.

Benefits

Not specified.