About The Opportunity A leading player in the financial services and fintech innovation space, we’re scaling next-gen broking and distribution ecosystems across India—powered by tech-driven client acquisition, omnichannel engagement, and performance-led advisory models.
Our Business
Head will spearhead growth across retail and institutional segments, redefining how wealth creation and financial access are delivered at scale.
Role & Responsibilities
- Design and execute go-to-market strategies for broking & distribution verticals, driving client acquisition, retention, and lifetime value across geographies.
- Lead P&L; ownership for the business unit—set revenue targets, optimize cost structures, and deliver scalable profitability.
- Build and manage high-performance teams across sales, operations, and channel partnerships, fostering a culture of accountability and innovation.
- Forge strategic alliances with banks, fintechs, and advisory networks to expand distribution footprint and deepen client penetration.
- Monitor regulatory and market shifts,
adapting product offerings and compliance frameworks to ensure business continuity and competitive edge.
- Report directly to the CEO and board with actionable insights, KPIs, and roadmap execution across sales, tech enablement, and client experience.
Skills & Qualifications
- Must-Have
- Equity broking
- Insurance distribution
- Channel management
- Portfolio advisory
- Brokerage operations
- Revenue growth strategy
- Relationship banking
- SEBI compliance
- Preferred
- Private wealth management
- API-based fintech integrations
- CRM automation (Zoho, Salesforce)
Perks & Culture Highlights
- Equity stake and performance-linked incentives for top-tier impact.
- Autonomy to shape the future of India’s broking and distribution landscape.
- Agile, founder-led culture with direct access to CXO decision-making.
Skills: operations,sales,wealth,led,fintech,management,innovation,revenue,access,compliance
📌 Business Head – (Broking & Distribution) (Mangalore)
🏢 MG
📍 Mangalore