Assistant Vice President - Sales & Distribution - Banking/Financial Services

Job Title: Associate Vice President Sales & Distribution

Function: Sales & Business Development

Designation: Associate Vice President Sales & Distribution

Location: Mumbai

Experience: 6-7+ Years

Position Overview:

We are looking for an experienced Sales & Distribution professional to lead business development and AUM mobilisation across PMS, AIF, Offshore Funds, Advisory and other investment products. The role will focus on developing and managing relationships with National Distributors, HNIs, UHNIs, Family Offices and other strategic investors, while simultaneously building and leading a high-performing sales team. The ideal candidate should bring an established network across the wealth management and investment distribution ecosystem, strong product understanding, proven AUM mobilisation capabilities and the ability to independently drive business growth.

Key Responsibilities:

• Lead from the front to build Assets under Management (AUM) across PMS, AIF, Offshore Funds, Advisory and other investment products.

• Develop and manage relationships with National Distributors, HNIs, UHNIs and Family Offices.

• Leverage an existing network of distributors and investors to generate new business opportunities.

• Identify, onboard and develop appropriate National Distributors and Direct Investors aligned with the organisation's product offerings.

• Build a strong and sustainable sales pipeline and business funnel across distribution and direct-client segments.

• Understand investor requirements and recommend appropriate investment products and solutions based on suitability and product fit.

• Establish strong and long-term relationships with existing and prospective investors and distribution partners.

• Drive AUM growth through effective advisory, relationship management, product positioning and investor engagement.

• Develop in-depth subject-matter expertise across relevant investment products and asset classes.

• Work closely with senior management, investment teams, research, operations and other stakeholders to facilitate seamless business execution.

• Ensure smooth and efficient onboarding of distributors and investors, including completion of all operational and process requirements.

• Lead, mentor and develop the sales team to achieve individual and organisational business targets.

• Hire and build appropriate sales resources as the business scales.

• Monitor sales performance, funnel movement, conversion ratios and AUM mobilisation against targets.

• Represent the organisation at relevant industry events, conferences, investor meets and distributor engagements.

• Act as a strong brand ambassador and represent the organisation professionally in the investment ecosystem.

• Ensure adherence to applicable regulatory, compliance and certification requirements.

Day-to-Day Responsibilities:

• Drive individual business and AUM targets.

• Lead the team towards achievement of assigned business targets.

• Build and continuously strengthen a high-quality funnel of National Distributors and Direct Investors.

• Conduct regular meetings with distributors, HNIs, UHNIs and Family Offices.

• Identify new business opportunities and convert them into AUM.

• Coordinate with internal stakeholders to ensure seamless investor onboarding.

• Track business performance and provide regular updates to senior management.

• Participate actively in strategic discussions and initiatives aimed at business growth.

• Maintain strong engagement with key stakeholders across the investment and distribution ecosystem.

Candidate Profile:

The ideal candidate should possess a strong combination of leadership, relationship management, business development and financial product expertise.

Desired Qualifications & Experience:

• MBA / CFA or equivalent professional qualification preferred.

• 6-7+ years of relevant experience in Wealth Management, Asset Management, PMS, AIF, Investment Management, Private Wealth or related financial services.

• Strong understanding of the financial products and investment ecosystem.

• Proven experience in managing and developing relationships with National Distributors, HNIs, UHNIs and Family Offices.

• Strong understanding of the distributor lifecycle, investor acquisition and relationship management.

• Demonstrated track record of AUM mobilisation and business development.

• Prior experience in building, managing and mentoring sales teams would be an advantage.

• Experience in a high-performance, target-driven environment.

Key Competencies:

• Strong distributor and investor relationships

• Excellent business development and networking skills

• AUM mobilisation capability

• Strong investment-product understanding