The Investments team at Navi manages our portfolio of investment products, including mutual funds and digital gold. The team is responsible for conceptualizing new investment solutions and expanding the customer base for existing products, driving growth and accessibility in the investment space.
The Head of Sales for an Asset Management Company (AMC) is a role focused on driving the growth of the firm's Assets Under Management (AUM). The key responsibilities in this role will include developing and leading the sales strategy across various distribution channels, including financial advisors, wealth managers, mutual fund distributors, banks, and institutional clients. The role involves managing a lean sales team, using analytics to segment potential counters, goal seeking ambitious targets, and building strong relationships with key partners to increase the market share of the AMC's investment products.
8+ years of experience in sales preferably in the AMC, Banking or Insurance space
NISM certification in the relevant sales module
An extensive network of relationships with key decision-makers in national distribution houses, banks, corporates, RIA and the IFA community.
Leadership and team management skills with the ability to inspire and motivate a sales team.
Excellent communication, presentation, and interpersonal skills. The ability to build rapport and influence stakeholders at all levels.
Develop and execute a comprehensive, multi-channel sales strategy to achieve AUM targets.
Identify and cultivate new institutional and retail client relationships to secure business. Strategize and implement a regular cadence of meets, IAP events etc to drive engagement in these channels.
Establish and monitor key performance indicators (KPIs) for the sales team. Analyze sales data to identify areas of opportunities and capitalize on the same..
Lead, mentor, and motivate a lean sales team. Foster a culture of high performance, collaboration, and continuous learning. Provide regular coaching and feedback to enhance team capabilities.
Stay abreast of market trends, competitor activities, and regulatory changes. Utilize the same to identify new business opportunities and refine sales strategies.
Ensure compliance with all regulatory guidelines with respect to the sales charter including ad-hoc requirements and new regulations.
Work closely with the marketing, product development, and operations teams to ensure a cohesive and client-centric approach.
We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach.
Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started!
Ambition. Perseverance. Self-awareness. Ownership. Integrity.
We’re looking for people who dream big when it comes to innovation. At Navi, you’ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you’re driven to deliver real value to customers, no matter the challenge, this is the place for you.
We chase excellence by uplifting each other—and that starts with every one of us.
Why You'll Thrive at Navi
At Navi, it’s about how you think, build, and grow. You’ll thrive here if:
You’re impact-driven
You take ownership, build boldly, and care about making a real difference.
You strive for excellence
Good isn’t good enough. You bring focus, precision, and a passion for quality.
You embrace change
You adapt quickly, move fast, and always put the customer first.