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Oaklanecapital
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Chief Business Officer

Chief Business Officer

Oaklanecapital

15 years

0 Lacs

mumbai maharashtra india

Posted:2 days ago| Platform:

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Skills Required

marketing engagement drive strategy management finance leadership scaling retention reporting risk metrics test controls report inspection analyze portfolio testing escalation reports

Work Mode

On-site

Job Type

Full Time

Job Description

Chief Business Officer (CBO)

Leads sales, marketing, distribution, investor engagement and digital initiatives to drive growth and client outcomes.

Key Responsibilities:

- Develop and execute business growth strategy.
- Oversee marketing and sales teams.
- Drive digital initiatives and client lifecycle management.
- Collaborate with product and investment teams on go-to-market.

Requirements:

- MBA or equivalent in Business/Finance.
- 15+ years in AMC or investment industry leadership.
- Experience scaling businesses and partnerships.

Key Performance Indicators (KPIs):

- AUM growth rate.
- Client retention and satisfaction (NPS).
- Channel partner expansion.
- Marketing ROI and digital conversion.

Reporting Line:

Additional Responsibilities

Govern business risks, including distribution and misselling.
Identify and escalate early warning signals and fraud in sales.
Provide input to RO/CEO on distribution risk metrics and appetite.
Update and test risk registers for sales/marketing-related controls.
Report mis-selling cases, negative inspection remarks, and investor suitability breaches.
Govern distribution risks, detect mis-selling, and analyze investor portfolio risk appetite.
Perform periodic RCSA testing, track escalation of frauds, and ensure risk reports are shared with CEO.

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