About The Prospect 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