Lead - Sales

Job Summary

The Lead - Sales will be responsible for driving fundraising and business development across institutional investors and distribution partners. This role involves developing sales strategies, building and managing strategic client relationships, expanding the firm's distribution network, and collaborating closely with the investment team to drive Assets Under Management (AUM) growth. The candidate will focus primarily on the B2B distribution market while gradually building and developing capabilities across B2C sales.

Responsibilities

• Drive fundraising and business growth across Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and mutual funds.
• Develop and implement effective sales strategies targeting institutional investors and distribution partners.
• Build and maintain strong, strategic relationships with key clients and distribution networks.
• Expand the firm's distribution network to increase market reach and penetration.
• Collaborate closely with the investment team to align sales efforts with investment strategies and AUM growth objectives.
• Gradually develop capabilities and strategies for B2C sales alongside B2B distribution efforts.

Qualifications

• Minimum 6+ years of experience in institutional and wealth distribution.
• Proven track record of driving fundraising and business growth across AIFs, PMS, and mutual funds.
• Strong expertise in the B2B distribution market.
• Ability to build and develop B2C sales capabilities.
• Excellent strategic thinking and sales planning skills.
• Strong relationship management and client servicing abilities.
• Effective communication and negotiation skills.
• Educational qualifications typically include a Bachelor’s degree in Business, Finance, or a related field; advanced degrees or certifications in finance or sales are advantageous.

Experience

• Over 6 years of relevant experience in institutional and wealth distribution.
• Demonstrated success in fundraising and business development within financial products such as AIFs, PMS, and mutual funds.
• Experience working with institutional investors and distribution partners in a B2B environment.

Environment

• Location: Mumbai.
• The role is likely office-based with potential for client meetings and travel as required.
• Collaborative work environment involving close interaction with sales, investment, and distribution teams.

Salary

• Compensation range: ₹40 to ₹50 Lakhs Per Annum (LPA).