Head - PMS Sales

PMS Sales Head

Description:

The PMS Sales Head will be responsible for revenue growth through client acquisition, relationship management, and book expansion, while also providing strategic inputs to strengthen position in the PMS market.

Key Responsibilities:

Business Development & AUM Growth

- Drive new client acquisition to achieve PMS AUM and revenue targets.

- Leverage an existing and transferable client book to ensure immediate business contribution.

- Identify and onboard new HNI, UHNI, and family office clients through direct and channel relationships.

- Develop and execute sales strategies aligned with organizational growth goals.

Client Relationship Management

- Act as a trusted advisor to clients by providing tailored PMS investment solutions.

- Maintain regular communication and reporting to ensure client satisfaction and retention.

- Strengthen long-term relationships through performance reviews, portfolio discussions, and proactive engagement.

Channel & Partner Development

- Collaborate with wealth managers, IFAs, and distribution partners to expand reach and generate PMS leads.

- Conduct product training and presentations for partners and internal teams.

- Ensure smooth coordination between partners, operations, and compliance teams.

Market Intelligence & Strategy

- Monitor competitive landscape, market trends, and regulatory developments in the PMS industry.

- Provide actionable insights to leadership for product and pricing improvements.

- Contribute to marketing initiatives, brand visibility, and product positioning.

Reporting & Compliance

- Track AUM inflows/outflows, client onboarding progress, and revenue metrics.

- Ensure compliance with SEBI and internal guidelines across all client interactions and documentation.

- Maintain accurate MIS and provide periodic business performance reports.

Qualifications & Experience Required:

Education:

- Graduate/Postgraduate in Finance, Business, or related fields.

- MBA/PGDM in Finance, Marketing, or Wealth Management preferred.

Experience:

- 8 to 14 years of relevant experience in PMS, AIF, or Wealth Management sales.

- Proven ability to mobilise and manage independent AUM (non-negotiable).

- Strong track record of client acquisition and relationship management within the HNI/UHNI segment.

Skills & Attributes Required:

- Relationship Strength: Deep network among HNIs, UHNIs, and family offices.

- Sales Acumen: Target-driven, self-motivated, and capable of achieving aggressive AUM goals.

- Product Knowledge: Strong understanding of PMS, equity markets, and investment strategies.

- Communication: Excellent presentation and interpersonal skills for high-stakes client interactions.

- Integrity & Compliance: High ethical standards and commitment to client-first principles.

- Entrepreneurial Mindset: Ability to work independently and drive business in a fast-paced environment.

- Analytical Orientation: Ability to interpret financial data and communicate performance insights effectively.

Location: BKC, Mumbai