PMS Sales Head

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

Company Overview:

We are a leading SEBI-registered investment advisory company operating under a rapidly scaling FinTech platform. With over 15 lakh registered users and 45,000+ paying subscribers, we are among the top digital-first investment advisory platforms in India. Our goal is to redefine equity investing in India by making long-term, research-backed equity investments accessible to retail, HNI, and UHNI investors.

We specialize exclusively in equity advisory with a long-term investment horizon (15 years) and currently cater to over 15,000 premium customers, 1,000+ private wealth clients, and receive 450,000+ monthly website traffic. As part of our mission, we aim to grow into a Unicorn by 2026 and plan to get listed in the next 35 years.

Location: Mumbai

Reports To: Managing Director

Industry: FinTech / Investment Advisory

Function: Sales Portfolio Management Services (PMS)

Experience: 1520 Year

Position Overview:

We are looking for a dynamic and strategic PMS Sales Head to lead our Portfolio Management Sales vertical. The ideal candidate should have a proven track record in the equity PMS/AIF space, with demonstrated experience in scaling AUM, building elite client relationships, and leading high-performance sales teams. This is a leadership role with Pan-India responsibilities and high visibility in the organization's growth journey.

Key Responsibilities:

• Lead PMS/AIF sales strategy and execution with full P&L responsibility.
• Develop and grow a high-value HNI/UHNI client base and institutional partnerships.
• Drive sales campaigns, client acquisition strategies, and customer engagement initiatives.
• Set up and manage strong distribution networks, including partnerships and wealth managers.
• Plan and execute educational and relationship-building events for clients and distributors.
• Build and manage a high-performing national sales team with deep domain expertise.
• Achieve a target AUM of 10,000 Cr by 2026 and help position the firm among top PMS players in India.
• Regularly engage with clients to align investment strategies with their long-term financial goals.
• Monitor competitor activity, market dynamics, and product innovations to stay ahead.
• Report directly to the MD and collaborate closely with product, marketing, and investment research teams.

Key Qualifications:

• Education: Master's in Finance, Economics, Business, or related fields. MBA or CFA is preferred.
• Experience:
• 1520 years of experience in financial services, specifically equity PMS/AIF sales.
• At least 1012 years in a leadership role managing high-performing teams.
• Demonstrated success in scaling PMS/AIF businesses and driving large AUM growth.
• Strong understanding of capital markets, client relationship management, and regulatory frameworks.
• Exceptional communication, leadership, and client-handling skills.

Who Should Apply

• Proven leaders in the wealth or asset management space.
• Professionals who have scaled PMS or AIF platforms or led institutional/retail equity sales teams.
• Individuals passionate about building a wealth-tech brand focused on long-term equity investing.
• Those with an entrepreneurial mindset and ability to thrive in a fast-paced FinTech environment.

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