Vice President Sales (Mutual Funds, PMS & Wealth Distribution)

About The Company Headquartered in Pune, A premier investment services firm dedicated to empowering investors through comprehensive financial solutionsincluding Mutual Funds, Portfolio Management Services (PMS), equities, fixed deposits, and bonds. Since its inception in 2021, the firm has built a robust and expanding PMS book, serving both Indian and NRI clients across key markets, including a strategic relationship with a Gujarat-based institutional client. The Role We are seeking a dynamic and results-oriented Vice President (VP) or President of Sales to spearhead Organisations growth strategy across two core verticals: B2B (distribution) and B2C (direct client acquisition). This is a strategic, high-impact leadership position responsible for architecting and executing scalable sales initiatives that drive AUM growth, expand market presence, and strengthen client and partner ecosystems. B2B Distribution-Led Growth In this capacity, you will build, lead, and scale a high-performing distribution network comprising Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs), positioning Organisation as the preferred platform for financial professionals. Identify, recruit, and onboarding high-potential MFDs and IFAs across key geographies.Cultivate long-term, trust-based partnerships through proactive engagement, value-added support, and performance alignment.Drive AUM growth across Mutual Funds, PMS, equities, and fixed-income instruments through strategic partner enablement.Equip partners with product expertise, sales collateral, digital tools, and ongoing training to maximize conversion and retention. B2C Direct Client Acquisition You will also lead direct client acquisition effortstargeting high-net-worth individuals (HNWIs), ultra-HNWIs, and NRI investorsensuring seamless onboarding and long-term client retention. Own the full-cycle sales processfrom lead generation and qualification to onboarding and relationship handoff.Serve as the primary client representative, delivering tailored investment strategies and maintaining executive-level engagement.Collaborate closely with the investment and research teams to align client objectives with bespoke portfolio solutions (MF, PMS, equities, FDs, bonds).Contribute to the development of client acquisition campaigns, thought leadership content, and market positioning initiatives. What Were Looking For 1012 years of progressive experience in financial services sales, distribution management, or wealth managementpreferably with exposure to both B2B and B2C segments.Proven success in building and scaling a network of MFDs, IFAs, or similar third-party distribution channels.Strong B2C sales , including experience managing high-value client relationships and closing complex investment mandates.Fluency in Marathi (written and spoken); proficiency in English is essential.Based in Pune or willing to relocatethis role requires regular on-site presence and occasional outstation travel.A self-motivated, entrepreneurial mindset with the ability to operate autonomously while aligning with organizational goals and KPIs. Skills: mutual fund distribution,mutual funds,marathi,wealth management,portfolio management,independant financial advisor,wealth advisors,revenue mobilisation,b2c sales,b2b sales .