Job DescriptionRole Summary
NThe Chief Sales Officer is responsible for driving revenue growth, market penetration, and customer acquisition across all business lines — chit funds, insurance broking, mutual fund distribution, and credit solutions. The CSO builds and leads a high-performing, multi-vertical sales organization, sets the group's sales strategy, and works closely with product, operations,compliance, and business heads to ensure sustainable, compliant growth.
NKey Responsibilities
nStrategy & Leadership
N
Define and execute the group-wide sales strategy, annual sales plans, and revenue targets across all four verticals.
N
Build, lead, and mentora multi-layered sales organization — regional/branch sales heads, team leaders, and frontline
Nsales/relationship managers.
N
Design incentive structures, sales contests, and performance management frameworks to drive productivity.
N
Represent the sales function on the group leadership team and report performance to the MD/CEO and Board.
NVertical-Specific Sales Ownership
N
Chit Funds:



Drive recent subscriber enrolment, group formation, and branch-level collections targets.
N
Insurance Broking: Grow life, health, and general insurance policy sales;
strengthen insurer partnerships and
Npersistency.
n
Mutual Fund Distribution: Expand AUM, SIP book, and client folios;
deepen advisor/RM-led distribution.
N
Credit Solutions: Drive loan sourcing and disbursement volumes while maintaining sound portfolio quality.
NCross-Sell & Customer Lifecycle
N
Build cross-sell and up-sell pathways across the four verticals to maximize customer lifetime value.
N
Establish a unified customer database and referral system across business lines.
N
Champion customer experience, retention, and Net Promoter Score improvement initiatives.
NMarket & Channel Development
N
Identify current markets, branches, and channel partnerships (agents, DSAs, brokers, digital channels) for expansion.
N

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