Chief Business Officer

Lead the business development strategy for PMS and AIF products across B2B, B2B2C, and D2C channels.

Drive high-volume AUM generation from HNI, UHNI, Family Office, and Institutional clients.

Create customized sales pitches and onboarding journeys for different client segments.

Lead omnichannel marketing initiatives including digital, media, events, and partnerships.

Develop campaigns and collaterals for awareness and product engagement.

Build and position the Deven Choksey brand as a leading research-based advisory and fund platform.

Oversee the client onboarding to retention journey through digital tools and RM networks.

Implement segmentation-based servicing strategies and define personalized touchpoints.

Monitor CRM performance, feedback, and client satisfaction metrics across all channels.

Identify, onboard, and manage distribution partners, RIAs, and brokers.

Define partner incentive models, product training frameworks, and technology enablement.

Ensure compliance and productivity from all partner-led acquisitions.

Drive a digital-first mindset across all sales and marketing operations.

Integrate CRM, lead management, analytics, and sales funnels for real-time performance visibility.

Enable self-service and advisory-led investment journeys for scale.

Design and implement business plans and KPIs for teams across verticals.

Monitor product-wise, channel-wise revenue contribution and client wallet share.