About the role:

The org. is seeking an experienced and results-driven National Sales Head to lead and scale the retail broking and wealth management business across India. The role will be responsible for driving revenue growth, client acquisition, Assets Under Management (AUM), distribution expansion, and overall sales strategy across multiple retail investment products.

The ideal candidate will have a strong track record in retail broking, wealth management, and financial product distribution, along with proven leadership in building and managing high-performing sales teams and partner networks.

Key Responsibilities:

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

📌 Chief Business Officer Retail Broking & Wealth (Maharashtra)
🏢 Virtuous Advisors And Resources
📍 Maharashtra