Head of Sales – Portfolio Management Services

 We're Hiring: Head of Sales – Portfolio Management Services

📍 Location: Belgaum Karnataka/Delhi / pune

🏢 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