Business Head – Wealth Vertical

About the Role

We are looking for a Business Head to lead and scale a fast-growing, app-first wealth management business focused on Indian retail investors. The platform combines investment research, advisory, and technology through a subscription-led model, positioned between mutual fund distribution and ultra-HNI portfolio management.

This is a high-impact business leadership role focused on scaling an existing business from approximately ₹400 crore AUM to a multi-thousand-crore platform over the next two years. The role is designed for a business builder with strong commercial ownership rather than an investment research specialist.

Key Responsibilities

Build & Scale the Sales Engine

• Evaluate and optimize the end-to-end customer acquisition funnel across direct sales, telesales, partnerships, and field channels.
• Build a scalable and repeatable growth engine to significantly increase AUM and revenue.
• Identify the highest-performing acquisition channels and allocate resources effectively.

Lead a Cross-Functional Team

• Lead and develop a team across research, sales, and operations.
• Establish clear operating rhythms, performance metrics, and accountability.
• Foster a customer-centric culture where every client interaction builds trust and long-term relationships.

Own the Business P&L

• Take complete ownership of revenue, profitability, and business growth.
• Drive strategic initiatives to improve customer acquisition, retention, and monetization.
• Monitor business performance and make data-driven decisions to achieve ambitious growth targets.

Build & Scale Operations

• Strengthen processes, team capabilities, and execution as the business scales.
• Work closely with leadership to shape business strategy and execution priorities.
• Operate effectively in a fast-paced, evolving environment with high ownership.

Ideal Candidate

• 8–12 years of experience in B2C financial services sales or business leadership.
• Experience in wealth management, broking, mutual fund distribution, investment advisory, or insurance distribution.
• Demonstrated track record of growing AUM or revenue from tens of crores to hundreds of crores.
• Experience managing cross-functional teams spanning sales, operations, and customer-facing functions.
• Strong business ownership with end-to-end P&L responsibility.
• Comfortable building processes and teams in a high-growth, entrepreneurial environment.

Preferred Experience

• Broking or wealthtech experience is preferred but not mandatory.
• Experience leading subscription-led or advisory-driven financial services businesses.
• Strong understanding of retail investment products and customer acquisition models.