Head Sales

1 week ago

Mumbai, Maharashtra, India Drchokseyfinserv Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Summary

years in sales and marketing across financial services, wealth management, or fintech with exposure to multi-channel distribution models.

Job Description:

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 of 50+ 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-engagement through digital tools.
  • Monitor campaign performance, brand engagement, and lead ROI.

Partner Enablement & Training

  • Conduct regular partner onboarding, certification, and product training sessions.
  • Ensure availability of sales kits, brochures, videos, product decks, and dashboards 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.

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