Director - Institutional & HNI Sales at Weekday AI · Pune

This role is for one of the Weekday's clients

Min Experience: 7+ years

Location: Pune, Maharashtra, India JobType: full-time

We are seeking an accomplished and results-driven Director – Institutional & HNI Sales to lead strategic business development initiatives focused on expanding our institutional and high-net-worth investor base. The ideal candidate will have extensive experience in mutual fund distribution, institutional sales, and relationship management with HNI/UHNI clients, along with a strong understanding of financial markets and investment products.

In this leadership role, you will be responsible for driving revenue growth, building long-term partnerships with institutional investors, family offices, corporate treasuries, wealth managers, and HNI clients, while leading a high-performing sales team. You will play a key role in identifying new business opportunities, developing market strategies, and strengthening the organization's presence within the investment ecosystem.

Key Responsibilities

• Develop and execute sales strategies to acquire and retain institutional investors and HNI/UHNI clients.
• Drive business growth through the distribution of mutual funds and other investment solutions.
• Build and maintain relationships with banks, family offices, corporate treasuries, wealth management firms, distributors, and financial intermediaries.
• Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client servicing.
• Identify new market opportunities and formulate strategies to increase assets under management (AUM) and revenue.
• Lead negotiations, investment discussions, and client presentations with senior stakeholders.
• Collaborate with product, investment, compliance, and operations teams to deliver seamless client experiences.
• Monitor industry trends, competitor activities, and regulatory developments affecting the mutual fund and wealth management industry.
• Lead, mentor, and develop the sales team by setting clear performance objectives and driving a high-performance culture.
• Prepare business forecasts, sales reports, and strategic growth plans for senior leadership.
• Ensure compliance with all applicable regulatory and internal governance standards.

Must-Have Skills

• Strong experience in HNI and UHNI Relationship Management
• Proven expertise in Institutional Sales
• Deep understanding of Mutual Funds and investment products
• Strong business development and client acquisition capabilities
• Excellent relationship management and stakeholder engagement skills
• Knowledge of capital markets, wealth management, and investment advisory
• Strong negotiation, presentation, and communication skills
• Experience managing large investment portfolios and strategic client relationships
• Leadership experience with the ability to build and manage high-performing sales teams
• Strong analytical, commercial, and strategic thinking abilities

Preferred Qualifications

• Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
• MBA in Finance, Marketing, or equivalent qualification is preferred.
• NISM, AMFI, or other relevant financial market certifications will be an added advantage.

What We're Looking For

The ideal candidate is a proactive sales leader with an established network across institutional investors and HNI clients. They possess strong commercial acumen, exceptional relationship-building skills, and a proven track record of consistently achieving revenue and AUM growth targets. The ability to influence senior stakeholders, identify emerging market opportunities, and drive strategic initiatives is essential. Candidates should thrive in a fast-paced, target-driven environment and demonstrate high standards of professionalism, integrity, and client-centricity while delivering sustainable business growth.