Job Description

Role Summary
The Sales Head will own revenue growth, sales strategy, and team building for a fast-growing wealth management startup. This role is responsible for acquiring HNI/UHNI clients, building scalable sales processes, and driving consistent AUM and fee-based revenue.
Key Responsibilities
1. Revenue & Growth

• Own sales targets (AUM, revenue, client acquisition)
• Build and execute go-to-market strategy
• Drive monthly, quarterly, and annual sales performance
• Identify new revenue streams (advisory fees, PMS, AIFs, insurance, alternatives)

2. Client Acquisition & Relationship Management

• Acquire HNI / UHNI / Family Office clients
• Personally manage top 10-20 key clients
• Ensure high client satisfaction, retention, and referrals
• Work closely with investment/advisory teams to deliver solutions

3. Sales Team Building & Leadership

• Hire, train, and mentor Relationship Managers (RMs)
• Define incentive structures and performance KPIs
• Build a high-performance, ethical sales culture
• Coach team on consultative and advisory selling

4. Sales Process & Strategy

• Design scalable sales funnels and workflows
• Implement CRM and reporting dashboards
• Define pitch decks, scripts, and client onboarding flows
• Optimize conversion rates from leads to clients

5. Compliance & Governance

• Ensure all sales practices comply with SEBI / AMFI / IRDA regulations
• Maintain ethical selling and transparent disclosures
• Coordinate with compliance and operations teams

Key Metrics (KPIs)

• AUM growth
• Revenue (advisory & distribution)
• Number of new HNI clients
• Client retention rate
• Sales team productivity
• Lead-to-client conversion rate

Ideal Candidate Profile
Experience

• 15 years + in Wealth Management / Private Banking / PMS / MFD
• Prior experience leading a sales team
• Experience in startup or growth-stage firm preferred

Skills

• Strong relationship-building and negotiation skills
• Deep understanding of:

• Mutual Funds
• PMS / AIFs
• Equity & debt products
• Insurance & alternatives
• Strategic thinking with hands-on execution mindset
• Comfortable with ambiguity and fast-paced environments

Certifications (Preferred)

• AMFI / CFP / CFA (any)
• NISM certifications

Skills Required