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Head Sales & BD (B2B2C + D2C)

Head Sales & BD (B2B2C + D2C)

Drchokseyfinserv

15 - 20 years

|

35 - 40 Lacs

Posted:5 days ago| Platform:

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Skills Required

sales wealth management target achievement sales kits brochures broker sales closure channel sales videos closing revenue generation dashboards channel partners aum portfolio d2c conversions lead generation product decks aum deal closure b2b2c business development client

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary

financial services, wealth management

Channel Sales Expansion (B2B2C + D2C)

Drive revenue through partner-led (B2B2C) and direct customer (D2C) models across PMS, AIF, MF & Advisory products.
Manage a network of 50+ channel partners (CPs) and empower their teams to service 20,000+ clients.
Implement strategic growth plans for expanding the partner network and increasing wallet share.

Sales Planning & Execution

Develop territory-wise and channel-wise sales forecasts.
Lead sales initiatives to increase AUM, customer acquisition, and cross-sell/upsell ratios.
Build structured engagement models with partner firms, individual distributors, and internal teams.

Marketing Strategy & Digital Engagement

Design integrated campaigns for B2B2C and D2C customer bases.
Create marketing funnels for lead generation, conversion, and re-engagement through digital tools.
Monitor campaign performance, brand engagement, and lead ROI.

Partner Enablement & Training

Conduct regular partner onboarding, certification, and product training sessions.
Ensure availability of sales kits, brochures, videos, product decks, and dashboards to all CPs.
Promote platform-driven, DIY investment journeys among partner clients.

Customer Experience & CRM Ownership

Ensure seamless onboarding, RM handholding, post-sale servicing, and client retention.
Improve client satisfaction using feedback loops, CRM tools, and automated engagement workflows.
Maintain a robust sales pipeline through structured lead nurturing.

Revenue Monitoring & Team Management

Define KPIs for B2B2C and D2C sales teams and align incentives to performance.
Track channel productivity, AUM inflows, and customer conversion metrics.
Guide teams with clear sales scorecards, daily activity reports, and escalation frameworks.

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