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