Head of Sales – Portfolio Management Services

Job Description

💼 We're Hiring: Head of Sales – Portfolio Management Services 📍 Location: Belgaum Karnataka 🏢 Industry: Portfolio Management | Investment Holding | Financial Services 📊 Reports To: CEO / COO 📌 Experience: 10+ years in Investment Sales Leadership Are you a dynamic leader with a strong track record in Portfolio Management Sales and managing HNI/Institutional Relationships? Join our senior leadership team to drive strategic growth, expand AUM, and lead an elite sales force in the wealth and investment services domain. 🔑 Key Responsibilities: ✅ Lead AUM growth across PMS, AIFs, and discretionary mandates ✅ Build and mentor a high-performing sales and advisory team ✅ Acquire and retain HNIs, UHNWIs, and institutional clients ✅ Align sales with firm’s investment strategies and compliance standards (SEBI-PMS) ✅ Collaborate on investment product design and go-to-market execution ✅ Drive analytics, reporting, and competitor benchmarking 🎓 What We’re Looking For: 10+ years in investment sales/wealth management leadership Proven success in growing AUM and managing HNI portfolios Strong knowledge of equity/debt markets, macroeconomics, and PMS regulations Excellent communication, team-building, and leadership skills Education: MBA (Finance) / CFA / CA preferred 📈 Key KPIs: Net AUM growth HNI/institutional client acquisition Lead conversion & client retention Revenue from fee-based and performance-based mandates 100% compliance with SEBI & internal policies 📩 Apply now or tag someone perfect for this role! 📧 Email: hr@jobsahihai.com 📞 Contact: +91 74288 31364