Head of Sales- Wealth Management

The Company:

We are building one of Indias first **AI-first, Agentic Wealth Management Platforms** a system designed to reimagine how Relationship Managers, clients, and technology collaborate to deliver personalized financial advice at scale.

Our vision is to merge deep financial expertise with the power of AI, data engineering, and modular SaaS tools. This platform will empower RMs and clients with real-time intelligence, automation, and conversational interfaces, anchored on a data lake that integrates mutual funds, PMS, AIF, insurance, and alternate asset data.

Candidate Profile

MBA from a leading Institute

15+ years in affluent wealth Management of which 5 years in leadership / Regional Head role

Strong networks at leading firms

Proven RM team scaling capability

Revenue, hiring, culture, and productivity for all RM cohorts.

Job Role

1. Sales Channel development

Build and manage a strong, Tech Savy Sales Team (Relationship Managers and Team Leads)

Create and Develop B2B and B2C sales channels

Drive revenue through direct and indirect channels

Develop effective and efficient Sales processes

2. Revenue and P&L

Set sales and accounts targets

Set revenue targets and deliver against it

Responsible for Sales P &L

3. Team Management

Build and manage a strong, Tech Savvy Sales Team (Relationship Managers and Team Leads)

Build a world class collaborative Culture and winning mentality

Work with L &D to create and implement training and capability development plans

4. Leadership Collaboration

Work with Management to agree and achieve annual targets

Assist management in developing a sustainable business and growth plan

Work with Product teams to create cutting edge solutions and products

Compensation:

Highly competitive with the best in the industry