Head - Sales & Marketing - Portfolio Management Services - Bank

ABOUT THE FIRM

A well-established Portfolio Management Service (PMS) with a distinguished track record in Indian equities. The fund has delivered consistent, benchmark-beating returns and built a loyal investor base over the years. With a robust investment philosophy and a high-conviction approach, the firm is now positioned to enter its next phase of scale - expanding its AUM, deepening relationships with HNI and UHNI clients, and strengthening its institutional distribution network.

THE OPPORTUNITY

The firm is seeking a seasoned wealth management or private banking professional to lead and build out its entire sales and marketing function. This is a founding leadership role in a commercial sense - the incoming leader will have the mandate to define strategy, build the team, and drive AUM growth with the full backing of the investment team and senior leadership.

KEY RESPONSIBILITIES

• Own and drive the AUM growth strategy across HNI, UHNI, family offices, and IFA/distributor channels
• Build and manage relationships with private banking desks, wealth management firms, and key intermediaries
• Lead all marketing initiatives - brand positioning, investor communications, pitch materials, and digital presence
• Represent the fund at investor meetings, wealth events, and industry forums
• Work closely with the investment team to articulate the fund's philosophy and performance narrative compellingly
• Hire and mentor a sales team as the function scales
• Track and report AUM pipelines, conversion metrics, and relationship health to the leadership team

CANDIDATE PROFILE

• 10+ years in private banking, wealth management, or institutional sales - with meaningful exposure to investment product distribution
• Strong existing relationships with HNI/UHNI clients, family offices, or intermediary networks
• Deep understanding of PMS, AIF, or mutual fund products from a sales and regulatory standpoint
• Proven track record of growing AUM and building or scaling client books
• Excellent communication and presentation skills - ability to translate complex investment ideas into compelling client narratives
• Entrepreneurial mindset with comfort operating in a lean, high-ownership environment
• Based in Mumbai or willing to relocate