Lead B2B Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Chandigarh; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a high-impact Lead B2B Sales to drive client acquisition and relationship management for our AIF and PMS offerings in Mumbai (BKC).

You will lead strategic engagements with institutional clients and HNIs, shaping go-to-market initiatives. The ideal candidate has 10–12 years in financial services B2B sales, a strong network across IFAs and distributors, and a proven ability to deliver tailored investment solutions with market insight while

Qualifications

• Master’s degree in Finance or MBA.
• 10–12 years in B2B financial services sales.
• Experience with AIF/PMS preferred.

Responsibilities

• Lead end-to-end sales strategy for AIF and PMS for institutions and HNIs.
• Prospect and acquire new business through outreach, referrals, and networking.
• Build long-term relationships with IFAs, distributors, and private wealth firms.
• Deliver tailored investment solutions with product knowledge and market insights.
• Collaborate with investment and product teams to align offerings.
• Track market trends, competitors, and regulatory developments to refine go-to-market strategies.
• Create compelling presentations and pitches for clients.
• Maintain CRM records of pipeline and interactions.
• Achieve revenue targets monthly and quarterly.

Skills

B2B sales

AIF/PMS

Institutional sales

CRM

Presentation

Education

MBA/Finance

Tools

CRM tools

MS Office

Job description

Title: Lead B2B Sales
Location: Mumbai (BKC)
Reporting To: Chief Business Officer

Role Overview

We are looking for a high-impact, result-oriented B2B Sales Leader to drive client acquisition and relationship management for our AIF and PMS offerings. The role demands strong domain expertise in financial products, an established network within the institutional and HNI ecosystem, and a proven ability to drive revenue through strategic partnerships.

Key Responsibilities

• Drive the end-to-end sales strategy for AIF and PMS products, targeting institutional clients and HNIs.
• Identify, prospect, and acquire new business opportunities through structured outreach, referrals, and industry networking.
• Build and nurture long-term relationships with IFAs, distributors, and private wealth management firms to ensure sustained engagement and revenue growth.
• Deliver tailored investment solutions aligned to client requirements, backed by strong product understanding and market insights.
• Collaborate closely with investment and product teams to align offerings with evolving market opportunities.
• Track market trends, competitor activities, and regulatory developments to refine go-to-market strategies.
• Develop and deliver compelling presentations, proposals, and pitch materials to prospective clients.
• Maintain accurate and up-to-date records of sales pipeline and client interactions using CRM tools.
• Consistently achieve and exceed defined monthly and quarterly revenue targets.

Qualifications & Experience

• Master’s degree in Finance, Business Administration, or a related field (MBA preferred).
• 10–12 years of experience in B2B sales within financial services, with a strong preference for AIF/PMS exposure.
• Solid understanding of investment products, regulatory frameworks, and client segmentation.
• Demonstrated success in institutional sales and relationship management.

Key Skills & Competencies

• Excellent communication, negotiation, and presentation skills.
• Strong stakeholder management and relationship-building ability.
• Proficiency in CRM tools and MS Office Suite.
• Ability to manage multiple high-value client relationships simultaneously.

Preferred Attributes

• Established network within institutional investors, IFAs, distributors, and HNI/UHNI segments.
• Strategic mindset with the ability to design and deliver client-centric solutions.
• Entrepreneurial drive with a strong ownership approach to business growth.