A rapid-growing Bengaluru-based wealthtech company building an app-first investment advisory and portfolio management platform for Indian retail investors. Its subscription-led wealth product bridges the gap between mutual fund distribution and ultra-HNI portfolio management by combining investment research, advisory, and technology. Operating as a SEBI-registered Research Analyst, the company is positioned in one of India's fastest-growing wealthtech segments.
The Opportunity
This is a high-impact business leadership role created to scale an existing ~₹400 crore AUM business into a multi-thousand-crore platform over the next two years.
The role is primarily focused on business growth and sales leadership, rather than investment research. You will work closely with the Founder & CEO and lead the existing team across sales, research, and operations, with sales being the primary area of ownership.
Key Responsibilities
Build & Scale the Sales Engine
Own and optimize the end-to-end customer acquisition funnel across direct sales, telesales, field sales, and partnerships.
Identify the highest-impact growth channels and build a scalable, repeatable sales engine.
Drive significant growth in AUM and revenue through strong execution and commercial leadership.
Lead the Commercial Function
This is an 80% sales-focused leadership role with overall oversight of the research and operations teams.
Lead the sales organization while ensuring alignment across research, sales, and operations.
Establish clear operating rhythms, performance metrics, and accountability across functions.
Build a customer-first culture where every client interaction strengthens trust and long-term relationships.
Business & P&L; Ownership
Own the business revenue and overall P&L.;
Drive strategic initiatives to improve customer acquisition, conversion, retention, and business profitability.
Monitor business performance and make