Sales Head - Asset Management - Banking/Financial Services

Job Description:

A Capital firm is seeking a senior AMC Sales Head to drive institutional and ultra HNI client acquisition and AUM growth. This role focuses on managing and expanding relationships with family offices, large institutions, and ultra wealthy clients. The role requires strong product understanding and close collaboration with the internal product team to deliver tailored investment solutions.

Key Responsibilities:

- Grow AUM by acquiring and managing relationships with family offices, large institutions, corporate treasuries, and ultra HNI clients

- Build deep client relationships and act as a trusted advisor on investment products including mutual funds, PMS, AIFs, and fixed income solutions

- Lead client pitches, investment discussions, and portfolio dialogues with senior stakeholders and decision makers

- Work closely with the product team to structure investment solutions aligned with client needs

- Develop account strategies, identify new business opportunities, and maintain a strong pipeline

- Track market trends, client preferences, and competitive offerings to refine the sales approach

- Ensure all engagements follow SEBI and AMFI regulatory requirements

- Maintain high quality reporting, forecasting, and client documentation

Candidate Profile:

- 16+ years of experience in AMC, investment management, institutional sales, or ultra HNI wealth management

- Strong network within family offices, large institutions, corporate treasuries, and ultra HNI clients

- Proven experience in building and growing AUM through direct client relationships

- Deep understanding of investment products including equity and debt mutual funds, PMS, AIFs, and fixed income strategies

- Excellent communication, negotiation, and relationship management skills

- Mumbai based candidate preferred