Sales Lead (Wealth) - Portfolio Management Services (PMS)

Capitalmind | Experience: 7 - 10 Years

Build relationships. Unlock new markets. Compound growth.

About Capitalmind

At Capitalmind, we believe wealth creation is a long game. It requires clear thinking, disciplined investing, transparency and the conviction to look beyond market noise.

We are building an investment-led financial services business grounded in evidence-based investing, quantitative research and a long-term approach to wealth creation. Our ambition is to build a differentiated investment franchise for investors who value a robust investment process over market narratives.

As we scale our Portfolio Management Services (PMS) business, we are looking for a sales leader who can do more than drive business through existing channels. Someone who can identify untapped opportunities, build a high-quality distribution ecosystem and create the next leg of our AUM growth.

The Opportunity: Build Beyond the Existing Playbook

This is an opportunity to help shape how Capitalmind PMS reaches investors and expands its presence across India's wealth management ecosystem.

You will own a meaningful growth charter, combining strategic relationship building with a sharp commercial mindset. From strengthening our existing distribution network to opening up new markets, partnerships and client segments, your mandate will be to create sustainable AUM growth and build channels that continue to deliver over time.

We are looking for someone who sees a market opportunity and figures out how to unlock it.

What You Will Drive

- Identify and develop new sources of AUM across wealth management firms, private banks, independent wealth advisors, family offices, HNI/UHNI networks and other relevant distribution ecosystems.

- Explore new markets, client segments, strategic alliances and partnership-led distribution models to expand the reach of Capitalmind PMS.

- Translate market opportunities into actionable growth plans, with clear priorities and measurable outcomes.

- Expand, activate and deepen relationships with existing and prospective distribution partners.

- Develop a strong network of wealth managers, independent financial advisors, relationship managers and other relevant intermediaries who can effectively represent our investment proposition.

- Build durable partnerships that generate recurring business, rather than relying on transactional relationships or one-time inflows.

- Strengthen partner engagement through investment insights, product education, market conversations and consistent relationship management.

- Drive net inflows and deliver against AUM, revenue and business development targets.

- Build a healthy and diversified pipeline across prospects, distributors, strategic partnerships and client segments.

- Improve conversion through disciplined opportunity management, effective follow-through and a clear understanding of investor needs.

- Balance near-term business delivery with the long-term quality and sustainability of the AUM franchise.

- Articulate Capitalmind's investment philosophy, portfolio approach and differentiated proposition with clarity and conviction.

- Help distribution partners understand how our investment process can fit into their clients' broader portfolios.

- Translate investment and quantitative concepts into simple, credible and client-relevant conversations.

- Build trust through transparency, process discipline and responsible communication, without relying on exaggerated performance claims or short-term market narratives.

- Develop a sharp understanding of competitor positioning, distributor economics, emerging investor preferences and changing market dynamics.

- Identify gaps in our distribution strategy and recommend practical ways to strengthen our market presence.

- Partner with investment, product, marketing and leadership teams to convert market feedback into better distribution strategies and business opportunities.

What We Are Looking For

- Experience: 7 - 10 years in financial services sales, distribution or business development, preferably with meaningful exposure to PMS, wealth management or investment products.

- Distribution Relationships: Established relationships across wealth managers, private banks, IFAs, independent wealth advisors, family offices or other relevant HNI distribution channels.

- Result Orientation: A demonstrated ability to generate business, influence investment flows and build a credible pipeline of high-value opportunities.

- Business Development Mindset: Experience in opening new relationships, expanding existing partnerships and developing distribution channels beyond the obvious or established routes.

- Investment Acumen: The ability to understand and communicate investment products, portfolio strategies, risk and return trade-offs, and the importance of a disciplined investment process.

- Commercial Judgment: Strong negotiation, stakeholder management and opportunity assessment skills, with the ability to distinguish between promising relationships and genuine business potential.

- Execution Bias: Self-driven, persistent and comfortable operating in a growing business where initiative, ownership and the ability to navigate ambiguity matter.

- Experience in building distribution for a growing PMS or wealth management business will be an advantage. Strong relationships and demonstrated business outcomes will matter more than the size of an existing contact list.

The Mindset That Will Help You Succeed

- You are someone who builds, not just manages.

- You are comfortable opening doors where relationships do not yet exist, challenging conventional distribution approaches and turning an interesting market opportunity into a repeatable business channel.

- You understand that trust is the currency of wealth management. You can build credibility with sophisticated investors and distribution partners without overselling, and you appreciate that sustainable AUM is built through consistency, not just an occasional large inflow.

- Most importantly, you want to play a meaningful role in building a business, rather than simply inherit an established territory and follow a predefined playbook.

Why Capitalmind?

- Room to build. Help shape the next phase of growth for a differentiated investment franchise.

- Meaningful ownership. Take charge of new distribution opportunities and see your efforts translate into tangible business outcomes.

- Intellectual depth. Work alongside teams focused on quantitative research, evidence-based investing and disciplined portfolio construction.

- Direct impact. Partner closely with business leadership and influence how Capitalmind PMS expands its reach and distribution capabilities.

- Long-term orientation. Be part of a firm that values transparency, investor interests and the discipline of thinking in decades.

How to Apply

If you have the relationships, commercial instinct and ambition to unlock new growth opportunities in the PMS industry, we would like to hear from you.

Share your profile at: hr@capitalmindmf.com

Capitalmind is an equal opportunity employer. We value capability, integrity and a commitment to putting the investor first.