Sr. Manager - PMS Distribution (Bagalur)

Job Description

Sr. Manager
- PMS Distribution | Capitalmind Wealth

Location: Bangalore

Role Mandate

Own and build the distribution engine for Capitalmind’s PMS business , with a clear mandate to scale AUM, deepen market penetration, and institutionalize a high-quality client and partner acquisition model.

This role is accountable not just for sales outcomes, but for creating a repeatable, scalable distribution architecture across channels
- intermediated and institutional.

Key Responsibilities

1. Distribution Strategy & Revenue Ownership


- Define and execute the go-to-market strategy for PMS products across HNI/UHNI and corporate segments


- Own end-to-end AUM growth, net inflows, and revenue targets


- Identify high-potential markets, client segments, and product-market fit opportunities


- Translate investment strategies into compelling distribution narratives

2. Channel Development & Partner Ecosystem


- Build and scale a multi-channel distribution network including:


- Wealth advisors / IFAs


- Private banks


- Family offices


- Institutional partners / NDs


- Develop deep, strategic relationships with key partners to drive consistent inflows


- Design commercial models, incentives, and engagement frameworks for partners

3. Product Positioning & Market Feedback Loop


- Work closely with the Investment and Product teams to:


- Provide real-time market feedback


- Influence product design and positioning


- Ensure alignment between what is built and what actually sells

4. Brand & Market Presence


- Represent Capitalmind in industry forums, client events, and thought leadership platforms


- Strengthen the firm’s positioning in the wealth and alternatives ecosystem

Requirements Experience


- 12
- 18+ years in wealth management, PMS, AIF, or financial services distribution


- Proven track record of scaling AUM and building distribution networks


- Solid exposure to HNI/UHNI segments and institutional channels

Non-Negotiables


- Demonstrated ability to build distribution from scratch or scale it meaningfully


- Strong existing network across wealth ecosystem (IFAs, banks, family offices)


- Ability to operate at both strategic and execution depth

Certifications:

NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification

Requirements

Distribution Network Development in Financial Services (MFDs, IFAs, NDs, Banks, etc) Apply on Kit Job: kitjob.in/job/4ljntw