Cluster Head - Delhi

Posted 8 Days Ago
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Delhi, Connaught Place, New Delhi, Delhi, IND
In-Office
Senior level
Agency • Professional Services
The Role
Lead regional sales and business development for a portfolio management services firm. Responsibilities include developing distribution strategies, managing MNC bank and wealth distributor relationships, expanding distributor networks, coordinating with investment and product teams, supporting client service, ensuring regulatory and KYC compliance, and traveling across the region.
Summary Generated by Built In

Job Title: Cluster Head
Location: Delhi
Experience: 8+ years
Qualification: MBA
Work Schedule: 5-day work week

We’re hiring a Senior Manager- Sales & Business Development for our client which is one of India’s premier Tier-1 PMS. As the Senior Manager- Sales & Business Development, your responsibilities would be:

  • Planning and implementing distribution strategies through existing and new relationships within the assigned region.
  • Supporting company distribution initiatives and strengthening ties with key partners like MNC banks (SCB, Citi, Kotak Wealth, etc.).
  • Driving market share and visibility through new distributor empanelment and joint calls with RM’s in competitive markets.
  • Liaising with the Investment team for ideas and concalls, while channelizing market intelligence back to the product team.
  • Collaborating with Operations and Customer Service teams to ensure a seamless experience for all clients.
  • Ensuring 100% compliance with regulatory frameworks, KYC norms, and brand values at all times.


Requirements
  • At least 8–10 years of relevant experience specifically within a PMS organization.
  • Thorough knowledge and understanding of AIF, PMS, and equity markets.
  • Proven track record of managing key distributor relationships with MNC banks and wealth management firms.
  • Strong operational mindset with the ability to work effectively as an individual contributor.
  • Excellent communication, marketing, and networking skills to influence stakeholders effectively.
  • Willingness to travel (ROM) and a commitment to continuous knowledge upgradation and mandatory certifications.


Benefits
  • Strategic Impact: Take charge of distribution strategies for a top-tier investment brand in high-growth regions.
  • Elite Networking: Manage and develop relationships with high-profile MNC banks and wealth distributors.
  • Knowledge Leadership: Gain deep insights into equity markets and complex financial products like AIF and PMS.
  • Career Advancement: Opportunities to grow within a respected brand that values leadership and individual contribution.
  • Process Excellence: Work with sophisticated technology and investment teams to deliver world-class service standards.


Skills Required

  • MBA qualification
  • 8-10 years of relevant experience within a PMS organization
  • Thorough knowledge of AIF, PMS, and equity markets
  • Proven experience managing distributor relationships with MNC banks and wealth management firms
  • Strong operational mindset and ability to work independently
  • Excellent communication, marketing, networking, and stakeholder-influencing skills
  • Willingness to travel across the region
  • Commitment to ongoing knowledge development and mandatory certifications
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The Company
30 Employees
Year Founded: 2025

What We Do

Vellstone is an executive search and talent advisory firm serving organizations across Technology, SaaS, Fintech, and BFSI. It helps clients identify mid-to-C-suite leaders who can deliver lasting impact, using a relationship-driven, evidence-based approach that evaluates business context, culture, team needs, and direction. Its services include executive recruitment and talent advisory for growth-stage and high-growth companies seeking transformative leadership across key sectors.

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