Head - Sales - Mutual Fund

Job Description

- Institutional Sales & Business Development

- Team Building & Sales Governance - Client & Partner Engagement

- Product Positioning & Investor Solutions

- Cross-functional Collaboration

What we Expect you to Bring:

- Sustainable AUM growth from institutional and RIA-driven channels

- Deepened strategic partnerships across family office and advisory ecosystems

- High client satisfaction and strong renewal/reinvestment rates

- Alignment with Oaklanes values of long-term growth, investor-centricity, and transparency

- SIP growth from Direct + RIA channels

- Low-cost AUM from aligned partners (not volume-led push)

- Channel partner satisfaction, zero regulatory escalations

- Investor retention and scheme persistence

- Strong understanding of capital markets, portfolio strategies, and advisory-led distribution

- Excellent communication, presentation, and relationship management skills

- Experience in PMS-to-MF transition or greenfield AMC build-out

- Prior exposure to compliance-linked sales models (e.g., RIA-led)

- Understanding of SIP campaigns, long-cycle investor engagement models, and B2C digital interfaces

Experience:

- 20+ years in Mutual Fund / PMS / AIF distribution, preferably equity-led

- Proven ability to raise retail + institutional AUM through clean channels (RIA, family offices, fintech platforms)

- Comfortable operating with lean teams, clear governance, and zero misselling tolerance

- Familiarity with SEBI regulations around trail commission, distributor empanelment, and investor grievance norms.

- Strong understanding of capital markets, portfolio strategies, and advisory-led distribution

- Excellent communication, presentation, and relationship management skills