Chief Business Officer

3 hours ago

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

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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