The Business Growth & Operations Manager will be responsible for driving partner-based growth, ensuring compliance, managing client relationships, and overseeing operational and financial performance. This is a strategic and execution-focused role that bridges sales, advisory, compliance, and internal operations. Key Responsibilities:🧩 Lead Generation & PartnershipsIdentify and onboard strategic partners (agents, channel partners, digital alliances) Develop and manage B2B and B2C sales channels 📈 Revenue Growth Drive sales through both direct client engagement and partner networks Track revenue performance and implement strategies to meet targets 📊 Market Research & Strategic PlanningMonitor competitor activities and industry trends Recommend strategic product positioning and identify untapped markets 📢 Marketing Campaigns Plan and execute digital and offline campaigns for lead generation and service promotion Track campaign effectiveness and optimize for ROI 👥 Agent Performance & Productivity Track sales pipelines, agent performance metrics, and manage productivity tools Ensure agent alignment with revenue and compliance goals 🤝 Client Relationship Management Conduct review meetings, share updates on portfolios and markets Address client queries promptly and ensure high client satisfaction 📂 Compliance & Documentation Ensure adherence to SEBI regulations and internal SOPs Maintain all advisory records, licenses, client consents, and communications 📑 Reporting & TransparencyPrepare and share client performance reports with risk insights Maintain full access and clarity for clients through ongoing disclosures 🔁 Cross-Selling & Upselling Identify upsell opportunities based on client life-stage and goals Promote new services to enhance wallet share 💬 Client Retention & Feedback Management Track client feedback and improve retention strategies Ensure value delivery through proactive engagement 🧾 MIS & Internal Reporting Submit timely internal performance reports Track underperforming cases and escalate as needed ⚖️ Regulatory & Internal Compliance Ensure compliance with SEBI, AMFI, RBI, MCA, and GST/TDS laws Enforce internal policies and update SOPs as needed 📘 Financial Operations & Taxation Maintain day-to-day bookkeeping including receivables, advisor payouts, GST, TDS File returns on time and assist with annual audits Prepare P&L, balance sheet, and cash flow reports 📚 Training & Risk Management Train staff and advisors on updated compliance norms and risk policies Identify operational risks and mitigate them in a timely manner Required Skills & Competencies:Strong knowledge of financial products, investment advisory norms, and SEBI guidelines Experience in client relationship management and sales strategy Financial reporting and MIS generation skills Knowledge of taxation, compliance, and audit processes Excellent communication, analytical, and leadership capabilities Proficiency in CRM, Excel, and regulatory reporting systems Remuneration:Commensurate with experience + performance-linked incentives + ESOP opportunity
