Manager - Sales

Altinvest; Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Altinvest Bangalore seeks an experienced professional to lead a team of investment advisors, pre‑sales and customer success executives. You will drive investor acquisition, manage relationships with high‑net‑worth and institutional investors, and coordinate across functions to deliver compliant, high‑quality investor services.

The role requires strong sales, leadership, and financial markets knowledge, with MBA in Sales & Marketing and NISM certification as preferred qualifications.

Qualifications

• MBA in Sales & Marketing with strong academic record.
• NISM or similar certification will be an added advantage.
• Experience in Investor Relations, Wealth Management, Investment Advisory, Mutual Funds, Private Banking, or Financial Services preferred.

Responsibilities

• Lead and manage a small team of investment advisors, pre-sales and customer success executives to achieve investor acquisition targets.
• Allocate leads, monitor performance, and ensure pipeline management and timely conversions.
• Set sales targets, review performance, and implement growth strategies for revenue enhancement.
• Guide sales executives in client engagement, pitches, negotiations, and closures.
• Oversee investor onboarding, meetings, roadshows, conferences, and webinars.
• Prepare investor presentations, quarterly updates, and market insights.
• Build relationships with investors, wealth managers, and financial advisors.
• Collaborate with Operations, Finance, Legal, Compliance, and Marketing for effective communication and service delivery.

Skills

Strong sales

Investor relationships

Stakeholder management

Team leadership

Communication

Negotiation

Presentation

Strategic planning

Execution

Financial markets

Education

MBA in Sales & Marketing

NISM certification

Job description

Roles and Responsibilities

We are looking to hire a candidate with strong academic credentials and proven sales experience (especially in financial services). You will manage a small team of investment advisors, pre sales and customer success executives involved in fund raising and investor management across the platforms products with the aim of achieving investor acquisition and business targets. While you will be managing a team, the role will require you to directly speak to prospective investors.

• Manage a small team of investment advisors, pre sales and customer success executives involved in fund raising and investor management across the platform's products with the aim of achieving investor acquisition and business targets.
• Allocate leads, monitor individual performance, and ensure effective pipeline management and timely conversions.
• Set sales targets, review team performance, and implement strategies to improve productivity and revenue growth.
• Guide sales executives in client engagement, investment pitches, negotiations, and deal closures.
• Manage investor engagement through meetings, presentations, roadshows, conferences, and webinars.
• Understand investor requirements, financial objectives, and risk appetite to present suitable investment opportunities.
• Oversee domestic and international investor onboarding, ensuring seamless coordination and regulatory compliance.
• Prepare investor presentations, quarterly updates, financial reports, and market insights.
• Build and maintain strategic relationships with investors, wealth managers, financial advisors, and other key stakeholders.
• Collaborate with Operations, Finance, Legal, Compliance, and Marketing teams to ensure effective investor communication and service delivery.
• Monitor market trends, investment opportunities, and competitor activities to identify business growth opportunities.

Key Skills

• Strong sales, investor relationship management and stakeholder management skills.
• Ability to drive the team to meet targets often with time pressure.
• Proven experience in sales, business development, and capital raising.
• Experience in managing, mentoring, and driving the performance of sales teams.
• Good understanding of financial markets, investment products, and portfolio management.
• Excellent communication, presentation, negotiation, and leadership skills.
• Strong analytical, strategic planning, and execution abilities.

Experience & Qualification

• Experience: 5-8 years in Investor Relations, Wealth Management, Investment Advisory, Mutual Funds, Private Banking, or Financial Services.
• Proven experience handling HNI/UHNI and institutional investors.
• Demonstrated track record in investor acquisition, relationship management, and business growth.
• Prior experience managing sales teams and achieving business targets is essential.

Qualification

• MBA in Sales & Marketing with an excellent academic record.
• NISM or other relevant certifications will be an added advantage.

Location:

Bangalore

Compensation:

As per company standards