What Youll Own (Key Responsibilities)

Market & Growth

Build and execute the city go-to-market: micro market mapping, pincode coverage, funnel & beat plans.

Deliver monthly and quarterly targets for investments volume (), number of FDs, number of Bonds, number of mutual funds, active customers, and repeat investments.

Drive investment wallet growth via cross sell/upsell, portfolio deepening, and city-level campaigns.

Channel & Partnerships

Acquire, activate, and scale channel partners (IFAs, DSAs, wealth boutiques, community leaders, housing societies, corporates, etc).

Run partner onboarding, training, joint customer events, incentive governance, and performance hygiene.

Maintain high partner productivity (activations, conversion %, average ticket size, compliance score).

Direct Sales & Customer Experience

Lead from the front in high-stakes customer meetings; close marquee customers/accounts.

Ensure top-tier NPS: zero-defect KYC/documentation, quick TATs, and clear communication.

Team Building & Leadership

Hire, train, coach, and manage 5–10 field sales reps (minimum 2 years prior team handling required).

Institute a rigorous operating rhythm: daily huddles, weekly reviews, funnel hygiene, pipeline building, sales commitments, and capability building.

P&L;, Process & Compliance Data, Reporting & Collaboration

Own city P&L;: productivity, CAC, ATS, incentives,



vendor spends, and unit economics.

Be a stickler for process - CRM hygiene, pipeline data, sales commitments, input metrics, and SOP adherence.

Ensure regulatory compliance (KYC/AML/PMLA) and audit readiness; drive clean, documented operations.

Track inputs outputs: leads meetings commitments investments renewals.

Publish weekly/monthly dashboards; flag risks early and propose fixes. Work closely with central product, operations, and marketing on city feedback and experiments.

What Great Looks Like (KPIs you’ll be measured on)

Lead to Sale Conversion %, cycle time (TAT), cancellation/error rate

Active & productive partners, partner activation to productivity ramp

Team productivity per rep, activity/visit metrics, adherence to beats

CAC & city unit economics, marketing ROI, incentive efficiency

Customer NPS

Must-Have Qualifications

10years in City/Branch-level Sales/BD in Banking/Insurance/Investments/Lending.

Local city experience & network (must have worked in the same city you’re applying for).

Proven direct sales to retail/affluent customers and channel sales via IFAs/DSAs/partners.

Robust command of sales process, CRM, funnel metrics, and on ground execution.

Bachelor’s degree (MBA preferred).

Fluency in English + local language.

📌 City Business Head-BFSI (Maharashtra)
🏢 Jobs Territory
📍 Maharashtra