Chief Business Officer

4 days ago


New Delhi, India Oaklanecapital Full time

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.


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