Lead B2B Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Kolkata District; On-site; INR 7,500,000 - 10,000,000; Full time

Job summary

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

The ideal candidate has 10–12 years of institutional B2B sales experience, an MBA, and a proven network among IFAs, distributors, and HNIs, with strong product knowledge and regulatory awareness. You will lead end-to-end sales strategy, build compelling proposals, and maintain CRM records to consistently exceed

Qualifications

• 10–12 years of B2B sales experience in financial services with AIF/PMS exposure.
• Master's degree in finance, business, or related field; MBA preferred.
• Strong understanding of investment products, regulatory frameworks, and client segmentation.

Responsibilities

• Drive end-to-end sales strategy for AIF and PMS products with institutional clients and HNIs.
• Identify, prospect, and acquire new business opportunities through outreach and networking.
• Build and nurture relationships with IFAs, distributors, and private wealth managers.
• Deliver tailored investment solutions with solid product knowledge and market insights.
• Collaborate with investment and product teams to align offerings with market opportunities.
• Track market trends, competitors, and regulation to refine go-to-market strategies.
• Develop and deliver compelling presentations, proposals, and pitch materials.
• Maintain accurate records of sales pipeline and client interactions in CRM.
• Consistently achieve and exceed monthly and quarterly revenue targets.

Skills

Communication skills

Negotiation

Presentation skills

Education

MBA

Tools

CRM tools

MS Office Suite

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.