Lead B2B Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Surat; On-site; INR 3,000,000 - 5,400,000; 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 AIF and PMS offerings.

The role requires deep financial products knowledge, an established institutional/HNI network, and track record of revenue growth. Responsibilities include selling to institutions and HNIs, building long-term relationships with IFAs and distributors, delivering tailored investment solutions, and collaborating with product teams to

Qualifications

• 10–12 years of experience in B2B sales within financial services.
• Strong preference for AIF/PMS exposure.
• MBA or related master’s degree preferred.

Responsibilities

• Drive end-to-end sales strategy for AIF and PMS products for institutional clients and HNIs.
• Identify, prospect, and acquire new business opportunities through outreach and networking.
• Nurture long-term relationships with IFAs, distributors and private wealth managers.
• Deliver tailored investment solutions with strong product knowledge.
• Collaborate with investment and product teams to align offerings with market opportunities.
• Track trends, competitors and regulatory developments to refine go-to-market plans.
• Create presentations, proposals, and pitches for prospective clients.
• Maintain CRM records of pipeline and client interactions.
• Consistently meet and exceed monthly and quarterly revenue targets.

Skills

Communication

Negotiation

Presentation

Relationship mgmt

Education

Master’s degree in Finance or MBA

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.