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 .

· Solid hands-on experience in Digital / VRM / Inside Sales / Remote Wealth Distribution .

· 360° understanding of the Digital & VRM channel , including acquisition, onboarding, sales, customer engagement, upsell, cross-sell, servicing and retention.

· Experience in setting up or scaling a VRM channel and managing sales teams .

· Strong understanding of technology-led sales and service models , including CRM, lead management, digital onboarding, analytics, AI and automation.

· Ability to translate business requirements into technology/process solutions and work effectively with technology teams.

· Understanding of multi-product wealth distribution across MF/SIP, Bonds, MLD, SIF, PMS, AIF, NPS and other investment products.

· Strong commercial orientation with understanding of AUM, revenue, conversion, productivity and profitability .

· Strong people leadership, stakeholder management and execution skills .

· Entrepreneurial mindset with the ability to build, scale and continuously improve a Digital/VRM wealth business .

Interested Candidate Can mail there resume to

[email protected]

Regards

Gaurav Singh

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