Job Preference:
Candidate should be from Stock Broking or Wealth background
Qualification:
Any GraduateJob Description:
About the Role
This is an entrepreneurial leadership role. As an SBU Leader at our client, you are not just a sales manager — you are the founder of your own unit within our client company. You will build your team from scratch, own your revenue number, and be accountable for the complete P&L of your SBU. We are looking for people who think like business owners, not employees.
Key Responsibilities
• Drive aggressive fresh client acquisition in the RIA Advisory space — personal selling + team selling
• Recruit, train, and build a team of 5–10 Financial Planning executives under your SBU
• Own the complete SBU P&L — revenue, cost, and profitability targets
• Develop and maintain a strong referral and corporate network to drive inbound business
• Maintain quality of the financial planning process and client experience within your SBU
• Report to the Business Revenue Head with complete pipeline visibility and weekly performance updates
• Partner with the marketing team (Salman) to leverage digital leads and corporate tie ups Must-Have Profile
• NISM XA and XB certification mandatory — non-negotiable compliance requirement for RIA advisory practice
• Proven personal track record of high-ticket financial product sales — RIA, PMS, Wealth, or advisory-led
• Experience owning a team and a P&L — not just managing people but owning a number
• Strong network of HNI / mass-affluent clients in Mumbai that can be converted
• Entrepreneurial mindset — comfortable with ambiguity, fast pace, and a build-from scratch environment
• Will not come to leadership for upward delegation — brings solutions, not problems to the company | Sales Expansion — Recruitment Pack | FY2026-27 | Confidential
• Excellent communication, presentation, and client relationship skills What our client Offers
• Highly competitive fixed CTC + performance incentive (tied to SBU P&L)
• Complete ownership of your own SBU — hire your team, run your business
• Direct visibility and access to CEO; fast-track growth into a senior leadership role
• Full support: CRM, marketing leads, brand, tech platform
Skills:
Field Details
- Role SBU Leader — Sales (RIA Advisory)
- Location Mumbai (on-site) Reports To Business Revenue
- Head Team Size Build 5–7 initially; grow to 10 by end of FY26-27 P&L Ownership Yes — full SBU P&L ownership from Day 1
- Experience 7–12 years in financial services;
- 3+ years managing a sales team with P& accountability Industry RIA, Wealth Management, PMS, Financial Advisory — BFSI only