Head of Sales and Customer Services

We are seeking an accomplished and results-driven Director Institutional & HNI Sales to lead strategic business development initiatives focused on expanding our institutional and high-net-worth investor base. The ideal candidate will have extensive experience in mutual fund distribution, institutional sales, and relationship management with HNI/UHNI clients, along with a strong understanding of financial markets and investment products.

In this leadership role, you will be responsible for driving revenue growth, building long-term partnerships with institutional investors, family offices, corporate treasuries, wealth managers, and HNI clients, while leading a high-performing sales team. Develop and execute sales strategies to acquire and retain institutional investors and HNI/UHNI clients.

Drive business growth through the distribution of mutual funds and other investment solutions.

Build and maintain relationships with banks, family offices, corporate treasuries, wealth management firms, distributors, and financial intermediaries.

Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client servicing.

Identify new market opportunities and formulate strategies to increase assets under management (AUM) and revenue.

Collaborate with product, investment, compliance, and operations teams to deliver seamless client experiences.

Monitor industry trends, competitor activities, and regulatory developments affecting the mutual fund and wealth management industry.

Lead, mentor, and develop the sales team by setting clear performance objectives and driving a high-performance culture.

Prepare business forecasts, sales reports, and strategic growth plans for senior leadership.

Ensure compliance with all applicable regulatory and internal governance standards.

Strong experience in HNI and UHNI Relationship Management

Proven expertise in Institutional Sales

Deep understanding of Mutual Funds and investment products

Excellent relationship management and stakeholder engagement skills

Knowledge of capital markets, wealth management, and investment advisory

Experience managing large investment portfolios and strategic client relationships

Leadership experience with the ability to build and manage high-performing sales teams

Strong analytical, commercial, and strategic thinking abilities

Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.

MBA in Finance, Marketing, or equivalent qualification is preferred.

NISM, AMFI, or other relevant financial market certifications will be an added advantage.

The ideal candidate is a proactive sales leader with an established network across institutional investors and HNI clients. They possess strong commercial acumen, exceptional relationship-building skills, and a proven track record of consistently achieving revenue and AUM growth targets. .