PMS Sales Head

Join a trailblazing equity advisory firm shaping India's financial future.

We're hiring a Head of Portfolio Management Sales for one of Mumbai's top equity advisory firmsa pioneer in building India's first online, non-discretionary equity advisory platform. Backed by SEBI regulation and driven by a passionate team of market experts, our client empowers investors with knowledge, tools, and customized research to navigate financial markets confidently.

This is your opportunity to lead sales for a transformative platform that's redefining financial literacy and wealth creation in India.

About the Role

As the Head of PMS Sales, you'll drive business growth, leading the charge to scale our PMS & AIF offerings to 10,000 Cr AUM by 2026. Reporting directly to the Managing Director, you'll craft winning strategies to acquire HNI & UHNI clients, foster deep relationships, and position the firm as a top-tier PMS player in India's wealth management space.

We're looking for a visionary sales leader with a proven track record in wealth/portfolio management, passionate about building market share and leading high-performance teams.

Key Responsibilities

Achieve sales targets & drive PMS/AIF market development

Build a premium client base of UHNIs, HNIs, and institutional investors

Design & execute lead generation campaigns; drive events & partnerships

Establish and strengthen distributor networks to boost revenue streams

Manage pan-India sales; own the roadmap to scale AUM to 10,000 Cr by 2026

Position the PMS platform among India's Top 20 by 2025, Top 10 by 2026, Top 5 by 2027

Lead, mentor & inspire a high-performing sales team

Deliver thought leadership on market trends, investment strategies, and risk management

Foster strong client relationships through ongoing engagement & portfolio reviews

What We're Looking For

Education: Master's degree in Finance, Economics, Business; MBA/CFA preferred

Experience: 15-20 years in equity portfolio management/wealth management, with 10-12 years in leadership roles

Strong network with HNIs/UHNIs, wealth managers, and distribution partners

Proven track record in scaling PMS/AIF sales and building market-leading platforms

Why Join

Lead an ambitious growth journey with a disruptive wealth advisory platform

Be at the forefront of India's wealth creation story

Collaborate with seasoned experts in equity research, financial markets, and fintech

Competitive leadership compensation & incentives

If you're a strategic leader ready to shape the future of portfolio management in India, we'd love to connect.

Apply now or DM me on [Confidential Information] for a confidential discussion.