Head -Digital & VRM Wealth Distribution
Gurugram, MumbaiFull-time10–15 yrsPosted 1 week ago
Leadership finance role at Bajaj Capital in Gurugram and Mumbai. Needs 10–15 years.
About the role
Role Overview -We are looking for a senior professional with strong hands-on experience and 360° Broking or Financial Distribution organisation. onboarding, sales, engagement, upsell/cross-sell, servicing and retention — along with the technology, people and processes required to scale the channel.
What you'll do
- Build and scale the Digital & VRM Wealth Distribution channel
- Develop a scalable VRM operating model, customer journey and sales process
- Drive customer acquisition, onboarding, conversion, AUM, revenue, upsell and cross-sell
- Develop a multi-product wealth proposition based on customer needs and investment objectives
- Build and manage high-performing VRM / inside-sales teams, including hiring, training
What you need
- Cross-selling
- MIS reporting
- Sales
- Inside sales
- CRM
- Performance management
Good to have
- Wealth management