Chief Business Officer

Chief Business Officer (CBO)

Leads sales, marketing, distribution, investor engagement and digital initiatives to drive growth and client outcomes.

Key Responsibilities:

• - Develop and execute business growth strategy.
• - Oversee marketing and sales teams.
• - Drive digital initiatives and client lifecycle management.
• - Collaborate with product and investment teams on go-to-market.

Requirements:

• - MBA or equivalent in Business/Finance.
• - 15+ years in AMC or investment industry leadership.
• - Experience scaling businesses and partnerships.

Key Performance Indicators (KPIs):

• - AUM growth rate.
• - Client retention and satisfaction (NPS).
• - Channel partner expansion.
• - Marketing ROI and digital conversion.

Reporting Line:

Additional Responsibilities

• Govern business risks, including distribution and misselling.
• Identify and escalate early warning signals and fraud in sales.
• Provide input to RO/CEO on distribution risk metrics and appetite.
• Update and test risk registers for sales/marketing-related controls.
• Report mis-selling cases, negative inspection remarks, and investor suitability breaches.
• Govern distribution risks, detect mis-selling, and analyze investor portfolio risk appetite.
• Perform periodic RCSA testing, track escalation of frauds, and ensure risk reports are shared with CEO.