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Fintech
Director — Sales (India, Middle East, Asia)
A wealthtech platform for family offices and UHNW families
Mumbai
Own the regional revenue agenda for an established wealthtech platform — commercial strategy, enterprise relationships across the family office ecosystem, and the sales organisation behind both.
Register interestThe mandate
- Define and execute the sales strategy across India, the Middle East and Asia, owning pipeline, forecasting and business performance for the region.
- Lead the full enterprise sales lifecycle — opportunity identification through negotiation, closure, onboarding and long-term account growth.
- Build strategic relationships across Family Offices, UHNIs, Wealth Managers, Private Banks, Investment Advisors and Financial Institutions.
- Build, mentor and lead a high-performing sales team, and establish the forecasting, pipeline and CRM governance that makes it predictable.
- Work with Product, Marketing and Customer Success on tailored client solutions, and feed market intelligence back into go-to-market and roadmap.
- Report to the CEO, with regular visibility on pipeline and revenue against plan.
Who we're looking for
- 12–15 years in enterprise B2B software sales into BFSI, wealth or asset management
- Proven relationships with Family Offices, UHNI/HNI clients, Wealth Managers, Private Banks, AMCs or investment advisory firms
- Working knowledge of investment management, portfolio accounting, family office operations or wealth management technology
- Strong hunting and business development capability alongside the leadership work — this seat carries both
- Excellent negotiation and executive-level relationship-building; credible with senior decision-makers
- Willing to travel across India and internationally
Why the client isn't named
This is a confidential search. We share the client's identity and the full brief once we've spoken and there is genuine mutual interest — never before, and never with your current employer.
Register Interest
Interested in this mandate?
Send us a note and we'll come back with the full brief if there's a fit. Every conversation is confidential.