Head of Sales--OngoleBulls Invest

 Job Description

Location: Hyderabad (Head Office)

Mode: Full-time | Leadership Role

Experience: 8–15+ Years in Financial Product Sales

Preferred Background: Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking

Reports To: CEO / Managing Director

OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF/PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led models.

We are seeking a high-impact Head of Sales to lead national revenue growth by building and managing a strong sales organization across retail, HNI, corporate, and channel partner ecosystems. The ideal leader will bring proven experience in driving scale, managing distributed teams, and implementing sales strategies across the bancassurance and financial product distribution ecosystem.

• Build, lead, and mentor a high-performing sales force including RMs, Channel Heads, Zonal/Regional Managers, and Partner Development teams.
• Develop and execute short-term and long-term sales strategies aligned to AUM growth and revenue targets.
• Expand business through bancassurance alliances, corporate partnerships, wealth partner networks, DSAs, and B2B distribution channels.
• Forecast sales, monitor performance metrics, and drive strong accountability culture.

• Drive AUM, revenue, market penetration and partner activation across India.
• Grow sales across MF, SIF, PMS/AIF, Bonds, Insurance, Unlisted equity and other investment products.
• Create scalable frameworks for acquisition, retention, and cross-sell & up-sell initiatives.
• Set quarterly revenue roadmaps and KPI dashboards.

• Train teams on financial products, consultative selling, compliance, and customer engagement.
• Foster a culture of performance, discipline and customer-centricity.
• Recruit and onboard high-quality sales talent nationwide.

• Manage and expand relationships with banks, NBFCs, insurers, AMCs, brokers, RIAs, and channel partners.
• Negotiate distribution arrangements, commission frameworks and joint marketing partnerships.

• Ensure strict adherence with SEBI, IRDAI, RBI, AMFI, and regulatory norms.
• Implement structured sales processes and CRM adoption.

• Lead offline + digital investor engagement programs, seminars, events & roadshows.
• Collaborate with marketing for campaigns and brand visibility.

• 8–15+ yrs experience leading large sales teams in bank assurance, insurance distribution, wealth management, AMC/Brokerage/NBFC channels.
• Proven track record in scaling revenues, driving AUM growth & building high-performance teams.
• Strong understanding of financial / investment products & compliance frameworks.
• Ability to operate at strategic and execution levels simultaneously.
• Strong leadership presence, networking ability & communication skills.

• Exposure to HNI/UHNI & Corporate sales
• Experience working with technology-enabled distribution models
• NISM or AMFI certification preferred

Metric

Description

AUM Growth

Core measure of success

Revenue, margins & profitability

Sales productivity targets

Partner/Channel expansion

Number & quality of alliances

Team performance & retention

Leadership quality indicator

Client acquisition & retention

Strength of sales funnel

Product mix quality

Balanced sales & suitability compliance

• Competitive CTC + aggressive performance incentives
• ESOP / Wealth creation opportunity (performance-linked)
• Leadership visibility & direct collaboration with founders
• Fast-growth environment with autonomy and innovation space
• Ability to shape national expansion & distribution infrastructure

Email: hr@ongolebulls.com

WhatsApp: +91 9281111718