Head Of Sales – Portfolio Management Services

Jobsahihai Manpower Solution

💼 we're hiring: head of sales – portfolio management services

📍 location: belgaum karnataka

🏢 industry: portfolio management | investment holding | financial services

📊 reports to: ceo / coo

📌 experience: 10+ years in investment sales leadership

are you a dynamic leader with a strong track record in portfolio management sales and managing hni/institutional relationships? join our senior leadership team to drive strategic growth, expand aum, and lead an elite sales force in the wealth and investment services domain.

🔑 key responsibilities:

✅ lead aum growth across pms, aifs, and discretionary mandates

✅ build and mentor a high-performing sales and advisory team

✅ acquire and retain hnis, uhnwis, and institutional clients

✅ align sales with firm’s investment strategies and compliance standards (sebi-pms)

✅ collaborate on investment product design and go-to-market execution

✅ drive analytics, reporting, and competitor benchmarking

🎓 what we’re looking for:

10+ years in investment sales/wealth management leadership

proven success in growing aum and managing hni portfolios

strong knowledge of equity/debt markets, macroeconomics, and pms regulations

excellent communication, team-building, and leadership skills

education: mba (finance) / cfa / ca preferred

📈 key kpis:

net aum growth

hni/institutional client acquisition

lead conversion & client retention

revenue from fee-based and performance-based mandates

100% compliance with sebi & internal policies

📩 apply now or tag someone perfect for this role!

📧 email:

📞 contact: +91

• Experience

  8 - 14 Years

• No. of Openings

  1

• Education

  B.Com, M.Com

• Role

  Sales Head

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Belgaum Karnataka