Chief Business Officer Retail Broking & Wealth (Maharashtra)

1. Sales Strategy & P&L; Ownership - Own national revenue, client acquisition, and AUM targets across retail investment products including equities, commodities, derivatives, margin trading, advisory, and wealth solutions. - Develop and execute long-term go-to-market strategies with defined quarterly and annual growth milestones. - Design pricing, cross-sell, and upsell strategies to maximize customer lifetime value while ensuring regulatory compliance. - Monitor business performance, profitability, and unit economics across all sales channels. 2. Distribution & Channel Development - Build and lead an omni-channel sales organization across India. - Develop and expand franchise, sub-broker, and authorized partner networks in key markets. - Manage direct sales teams catering to HNI, affluent, and emerging affluent customer segments. - Establish and scale inside sales and telesales teams to convert digital leads into active clients. - Identify, onboard, and manage strategic partners including IFAs, RIAs, wealth boutiques, and regional distribution networks. - Drive market expansion across Tier-1, Tier-2, and high-potential Tier-3 cities. 3. Digital Acquisition & Growth - Collaborate with marketing, product, and technology teams to build digital-first customer acquisition funnels. - Drive lead generation through social media, performance marketing, content marketing, referral programs, and other digital channels. - Establish robust lead management processes covering lead generation, qualification, onboarding, activation, and revenue conversion. - Utilize data-driven insights to optimize campaigns, customer journeys, conversion rates, and customer acquisition costs. 4. Sales Operations & Governance Define sales processes, KPIs, performance dashboards, and reporting frameworks. - Monitor productivity, pipeline health, and performance at national, regional, branch, and relationship manager levels. - Develop training and certification programs covering products, platforms, regulatory requirements, and advisory standards. - Ensure alignment with risk, compliance, and operations teams to maintain adherence to all regulatory and internal governance standards. 5. Leadership & Organization Building - Build, mentor, and retain a high-performing sales organization with a strong culture of accountability and ethical conduct. - Develop structured sales playbooks, onboarding frameworks, sales scripts, and best-practice guidelines. - Provide market intelligence and strategic feedback on customer needs, competitive positioning, product enhancements, and industry trends. - Act as a strategic advisor to senior leadership on business growth opportunities and market expansion initiatives. Ideal Candidate Profile Experience - 12- 18+ years of experience in retail broking, wealth management, or financial product distribution. - Minimum 57 years in a senior sales leadership role with responsibility for large-scale revenue targets and/or P&L; ownership. - Demonstrated success in scaling client acquisition, revenue, and business volumes in high- growth environments. - Proven experience managing large sales teams and extensive franchise or partner networks. - Experience with digital-first or online broking platforms is highly preferred. - Prior experience launching, scaling, or transforming a broking or wealth management business will be an added advantage. Skills & Competencies - Deep understanding of capital markets, retail investor behavior, and the competitive landscape within broking and wealth management. - Strong expertise in sales strategy, funnel management, incentive design, target setting, and performance management. - Proficiency in CRM platforms, lead management systems, analytics tools, and digital customer acquisition processes. - Ability to collaborate effectively with product and technology teams to drive customer-centric solutions. - Strong leadership, communication, stakeholder management, and team-building capabilities. Qualifications & Certifications - Graduate in any discipline. MBA or equivalent qualification preferred. - Relevant NISM, NCFM, or similar industry certifications preferred. - Solid understanding of regulatory frameworks governing broking, advisor .