Director sales

Location: Mumbai (BKC)

Department: B2 B Sales & Distribution

Reports To: CEO

Experience: 12+ years in B2 B financial product sales / distribution leadership

Compensation: Competitive fixed component plus performance-linked incentives, along with ESOPs. A meaningful portion of total compensation is variable and linked to AUM/revenue delivery.

About the Organisation

A SEBI-registered quantitative investment advisory and PMS house running a substantial and fast-growing AUM base. The firm combines quantitative models with behavioural finance inputs to build data-driven portfolios across the wealth spectrum.

Role Overview

Own and scale the institutional and intermediary business across India. This is a leadership mandate, not an individual contributor seat - you will build the B2 B distribution franchise for the firm's PMS, AIF and quantitative strategies, carry the AUM number for the channel, and work alongside the CEO on go-to-market strategy.

The ideal candidate brings a proven record of building and exceeding large AUM/revenue targets, deep relationships across IFAs, RIAs, family offices and wealth managers, and the credibility to represent a quant-driven house in front of institutional allocators and distribution heads.

Key Responsibilities

Business Development & Growth

Own the institutional and channel AUM target end to end, with full accountability for the distribution P& L Drive AUM growth through partnerships with national distributors, RIAs, IFAs, MFDs, family offices and wealth management firms Identify, onboard and nurture scalable B2 B relationships across India Manage the full sales lifecycle from lead generation and pitching through to closure and ongoing engagement Align sales efforts with marketing, research and product teams

Leadership & Team Building

Build, mentor and scale the institutional and channel sales team as the franchise grows Set coverage models, territory design, productivity benchmarks and incentive structures Act as senior escalation point for key partner and institutional relationships

Client Relationship Management

Serve as trusted advisor to channel partners and institutional clients Run product presentations, investment discussions and performance reviews to strengthen retention Maintain a deep read on client needs and market trends to position products effectively

Strategy & Market Intelligence

Partner with the CEO on distribution strategy, pricing and positioning Track pipeline, sales metrics and performance data to drive decisions Gather market intelligence to refine go-to-market

Compliance & Brand Representation

Ensure all sales and client interactions are fully SEBI-compliant Represent the firm at industry forums, conferences and partner events

What We're Looking For

12+ years in B2 B financial product sales (PMS, AIF, Mutual Funds or Investment Advisory), including time in a leadership or channel-head capacity Demonstrated success building large-scale AUM through institutional and distributor networks Strong existing network across IFA, RIA, family office and wealth management ecosystems Experience owning a distribution number; ideally leading a sales team Excellent communication, presentation and negotiation skills with CXO-level stakeholders Deep understanding of capital markets, portfolio management and investment products; comfort with quantitative strategies a strong plus MBA (Finance/Marketing), CFA, CA, CFP or equivalent preferred NISM certifications mandatory

What's On Offer

Direct reporting into the CEO in a high-visibility leadership role ESOPs and benefits aligned to franchise growth Ownership of the full distribution charter at a growing quant-driven PMS platform