Head - Sales - Portfolio Management Services

Head - Sales

Key Responsibilities:

Business Development & Sales Leadership:

- Drive business development strategies for Portfolio Management Services (PMS) and Alternative Investment Fund (AIF), achieving ambitious sales and growth targets.

- Expand and manage a premium client base by acquiring high-revenue clients, particularly targeting UHNIs and HNIs.

- Design and execute lead generation campaigns to accelerate customer acquisition, leveraging events, partnerships, and strategic initiatives to maximize revenue growth.

Client Relationship Management:

- Build, maintain, and deepen relationships with key intermediaries and direct clients to ensure long-term, sustainable partnerships.

- Conduct regular client reviews, ensuring alignment between their financial goals and tailored portfolio solutions, ultimately fostering long-term wealth creation.

- Provide clients with consistent, valuable market insights and guide investment strategies to optimize their portfolios, based on prevailing market trends and risk management practices.

Team Leadership & Development:

- Lead, mentor, and manage a high-performing portfolio management sales team to drive sales success and exceed AUM targets.

- Provide ongoing education and training to the sales team, ensuring they are equipped with the latest knowledge and tools to excel in the PMS space.

- Foster a collaborative, results-oriented culture within the team, focusing on performance, accountability, and continuous improvement.

Operational Strategy & Growth Targets:

- Own and manage national sales operations, driving the development and growth of PMS business with a target of reaching 10,000 Cr AUM by 2026.

- Spearhead the firm's growth in PMS, with a strategic vision to rank among the top 20 PMS providers by 2025, top 10 by 2026, and top 5 by 2027.

- Collaborate closely with the broader team to enhance the multi-channel client journey, ensuring seamless service delivery and consistent performance targets.

Market Leadership & Insights:

- Provide market insights, thought leadership, and strategic guidance to ensure alignment with market trends, investment strategies, and risk management practices.

- Establish and maintain distributor tie-ups to maximize revenue streams and extend the firm's market reach.

Revenue and Performance Management:

- Continuously track sales performance and market share, implementing strategies to meet revenue targets and maintain growth trajectory.

- Ensure the development and execution of strategies that enhance revenue from PMS and AIF offerings.

Qualifications:

Education:

- Master's degree in Finance, Economics, Business, or a related field.

- Advanced qualifications such as MBA, CFA, or equivalent are preferred.

Experience:

- Minimum of 5-8 years of experience in equity portfolio management

- Proven track record of driving significant growth in Assets Under Management (AUM), managing large portfolios, and leading high-performing sales teams.

- Expertise in the PMS and AIF space, with a deep understanding of equity markets and financial products.

- Strong experience in managing relationships with UHNIs, HNIs, and other premium clients in the wealth management or asset management industry.

Skills & Attributes:

- Strong leadership and management skills, with the ability to inspire and motivate teams to achieve targets.

- Exceptional communication, negotiation, and interpersonal skills, with the ability to build long-lasting relationships with clients and stakeholders.

- Strategic thinker with a results-oriented approach and the ability to drive growth in competitive markets.

- Deep market knowledge and understanding of industry trends, portfolio management, and investment strategies.

- Strong understanding of client needs and the ability to deliver tailored portfolio solutions for long-term wealth creation