Lead - Sales

Capitalmind Mutual Fund; Pune District; On-site; INR 3,000,000 - 5,000,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-linked incentives

Performance incentives

Work with top analysts

Job summary

A new-age asset management company is seeking a Lead - Sales to drive regional growth. You will design sales strategies, onboard financial advisors, and manage assets under management. Ideal candidates will have over 5 years of asset management sales experience, with necessary certifications. The role offers competitive compensation and performance incentives, providing a unique opportunity to shape the future of asset management in India.

Qualifications

• At least 5 years of dedicated experience in Asset Management (AMC) Sales.
• Experience with IFA and MFD channels.
• Valid NISM-VA certification is mandatory.

Responsibilities

• Design and execute the sales blueprint for the region.
• Onboard and activate a high-quality network of IFAs and MFDs.
• Drive net inflows and manage high-quality AUM.
• Articulate Capitalmind’s investment philosophy to partners and show data-driven value.
• Provide market intelligence feedback to national leadership.

Skills

Experience in Asset Management Sales

Understanding of IFA and MFD channels

NISM-VA certification

Strong networking abilities

Entrepreneurial mindset

Education

Professional certifications (e.g., CFA, CFP, or CA)

Job description

Job Description Lead - Sales

Company Capitalmind Asset Management

Location Pune

The Mission

Capitalmind is not just another AMC, we are a purpose-driven, new-age asset manager built on transparency, rigorous data, and a commitment to long term wealth creation. As one of our first few regional sales hires, you will be the face of Capitalmind in your territory. You won’t just be selling products, you will be building a regional growth engine from the ground up, leveraging your deep rooted relationships in the distribution community to establish Capitalmind as the preferred partner for sophisticated advisors.

Key Responsibilities

• Regional Growth Strategy: Design and execute the sales blueprint for your region, focusing on expanding our footprint within the MFD - Mutual Fund Distributor and IFA - Independent Financial Advisor community.
• Network Activation: Onboard, engage, and activate a high-quality network of IFAs and MFDs. You will be responsible for leveraging the power of this distribution network to achieve and exceed sales targets.
• AUM Management: Drive net inflows and manage high-quality AUM. Preference will be given to candidates currently managing a book of approximately INR 300 CR and above.
• Product Evangelism: Articulate Capitalmind’s unique investment philosophy to partners, helping them understand how our data-centric approach adds value to their clients' portfolios.
• Market Intelligence: Act as the eyes and ears of the company in your region, providing feedback on competitor moves, distributor needs, and market trends to the national leadership.

How to Apply

If you have the experience, the relationships, and the drive to build the future of asset management in India, please share your profile with [e-mail]

Requirements

Who You Are (Requirements)

• Core: At least 5 years of dedicated experience in Asset Management (AMC) Sales. Alternate Path: If you have 3+ years in PMS or AIF Sales followed by 2+ years currently in AMC Sales, we want to talk to you.
• Mandatory experience working with the IFA and MFD channels. You should have a proven track record of using distribution networks to achieve significant scale.
• Valid NISM-VA certification is mandatory. Additional professional certifications (e.g., CFA, CFP, or CA) are a significant advantage.
• If you have significant experience working with RIAs, that is a strong plus.
• We are looking for someone with "fire in the belly"—a hungry, self-starting professional who thrives in a high-growth, entrepreneurial environment.

Soft Skills & Cultural Fit

• You don’t wait for leads; you create them. You are excited by the prospect of being an early hire in a "growth story."
• You believe in doing right by the investor. Our philosophy is built on transparency, and your sales approach should reflect that.
• You can translate complex quantitative strategies into simple, actionable insights for your partners.

Benefits

Why Capitalmind:

• Be part of a pioneer team in a new-age AMC that is disrupting the traditional mutual fund landscape.
• Work with some of the best minds in Indian quantitative and fundamental research.
• High visibility role with direct impact on the company’s regional growth trajectory.
• Competitive compensation package with performance-linked incentives.