Business Head - Wealth Management & Investments - Financial Services (10-15 yrs)

- Leading Wealth Management and Investmemnt advisory firm requires Business Head- B2B / B2C - ( Investments and Wealth Management - Mumbai

- One of lour client a leading Wealth Management and Investment Advisory brand which caters to Wealth Management needs of Individual investors, Institutional Investors from India and Overseas, Family offices of Corporates, High Net Worth Individuals (HNI's), Ultra High Net Worth Individuals (UHNI's), Professionals and Mass affluent investors.

- Research along with Advisory is our style of building wealth for the investors.The client has a respected and distinguished name in the Indian capital markets for more than three decades. We are known for our deep understanding for Research along with Investment Advisory.

We are looking out for Business Head ( B2BC/D2C) for our client office in Mumbai

\PFB THE JD AND DETAILS:

BRIEF DESCRIPTION OF DUTIES FUNCTION WISE

- Channel Sales Expansion (B2B2C + D2C)

- Drive revenue through partner-led (B2B2C) and direct customer (D2C) models across PMS, AIF, MF & Advisory products.

- Manage a network of50+channel partners (CPs) and empower their teams to service 20,000+ clients.

- Implement strategic growth plans for expanding the partner network and increasing wallet share.

- Sales Planning & Execution

- Develop territory-wise and channel-wise sales forecasts.

- Lead sales initiatives to increase AUM, customer acquisition, and cross-sell/upsell ratios.

- Build structured engagement models with partner firms, individual distributors, and internal teams.

- Marketing Strategy & Digital Engagement

- Design integrated campaigns for B2B2C and D2C customer bases.

- Create marketing funnels for lead generation, conversion, and re-ngagement through digital tools.

- Monitor campaign performance, brand engagement, and lead ROI.

- Partner Enablement & Training

- Conduct regular partner onboarding, certification, and product training sessions.

- Ensure tools like sales kits, brochures, videos, product decks, and dashboards are available to all CPs.

- Promote platform-driven, DIY investment journeys among partner clients.

- Customer Experience & CRM Ownership

- Ensure seamless onboarding, RM handholding, post-sale servicing, and client retention.

- Improve client satisfaction using feedback loops, CRM tools, and automated engagement workflows.

- Maintain a robust sales pipeline through structured lead nurturing.

- Revenue Monitoring & Team Management

- Define KPIs for B2B2C and D2C sales teams and align incentives to performance.

- Track channel productivity, AUM inflows, and customer conversion metrics.

- Guide teams with clear sales scorecards, daily activity reports, and escalation frameworks.

SKILL SET EXPECTED:

Technical/Professional Skills:

- Commercial Skills

- Personal Skills

- Social Skills

- Deep product knowledge of PMS, AIF, MF, and Advisory platforms

- Sales strategy formulation and execution

- Target-driven leadership and execution focus

- Collaborative communicator with partners, internal teams, and customers

- CRM and Sales Enablement Platforms (Salesforce, Zoho, LeadSquared)

- Channel management, incentive design, and retention metrics

- Analytical mindset for interpreting sales trends and behavioral data

- High interpersonal EQ with client-centric approach

- Campaign tools, marketing automation, and funnel analytics

- Strong financial understanding of AUM, trail income, and sales P&L

- Time and pipeline management skills

- Stakeholder influencing across CP networks, leadership, and clients

KRA/KPI:

- Partner Network Expansion & Servicing

- Active engagement with 50 CPs and 20,000+ end clients quarterly growth in active CPs