Head -Digital & VRM Wealth Distribution
Location: Mumbai / Delhi-NCR | Experience: 10–15+ Years | Industry: BFSI / AMC / Wealth Management / Financial Distribution / Fintech
Role Overview -We are looking for a senior professional with strong hands-on experience and 360° understanding of Digital & VRM wealth distribution, preferably from an AMC, Wealth Management, Broking or Financial Distribution organisation.
The candidate should understand the complete Digital/VRM ecosystem — customer acquisition, digital onboarding, sales, engagement, upsell/cross-sell, servicing and retention — along with the technology, people and processes required to scale the channel.
Key Responsibilities
· Build and scale the Digital & VRM Wealth Distribution channel.
· Develop a scalable VRM operating model, customer journey and sales process.
· Drive customer acquisition, onboarding, conversion, AUM, revenue, upsell and cross-sell.
· Develop a multi-product wealth proposition based on customer needs and investment objectives.
· Build and manage high-performing VRM / inside-sales teams,



including hiring, training, productivity and performance management.
· Drive seamless digital + human-assisted customer journeys across acquisition, investment and servicing.
· Work closely with Technology/IT teams to develop and improve CRM, lead management, digital onboarding, customer journeys, dashboards and automation.
· Leverage AI, analytics and customer data to improve lead prioritisation, conversion, customer engagement and productivity.
· Establish clear MIS, KPIs, sales funnel and performance governance for the channel.
· Work closely with Product, Technology, Marketing, Operations, Compliance and Investment teams to build a scalable Digital/VRM wealth platform.
Ideal Candidate / Must-Have Experience
· 10–15+ years of BFSI experience, preferably from an AMC, Wealth Management, Broking or Financial Distribution organisation.
· Robust hands-on experience in Digital / VRM / Inside Sales / Remote Wea

📌 Urgent Opening- Head VRM( Channel) (India)
🏢 Bajaj Capital
📍 India