Build & Scale the Sales Engine

HireVedaX; Bengaluru; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

HireVedaX in Bengaluru seeks a Business Head for the Wealth vertical to drive growth and scale a 400 crore AUM business into a multi-thousand-crore platform. You will own sales, lead the research and operations teams, and partner with the Founder & CEO to chart commercial strategy.

The role emphasizes end-to-end customer acquisition, optimal funnel management, and building a customer-first, high-performance culture in a fast-paced, entrepreneurial environment.

Qualifications

• 12+ years of experience in B2C financial services sales or business leadership.
• Experience in wealth management, broking, mutual fund distribution, investment advisory, or insurance distribution.
• Demonstrated track record of scaling AUM or revenue from tens of crores to hundreds of crores through personal business ownership.
• Strong direct sales leadership experience with the ability to oversee cross-functional teams across sales, research, and operations.
• Experience owning business metrics, revenue targets, and commercial outcomes.
• Comfortable building teams, processes, and operating models in a high-growth environment.

Responsibilities

• Build & Scale the Sales Engine across direct, telesales, field, and partnerships.
• Own and optimize the end-to-end customer acquisition funnel.
• Identify high-impact growth channels and build a scalable sales engine.
• Drive growth in AUM and revenue through strong execution and commercial leadership.
• Lead the Commercial Function with oversight of research and operations.
• Align sales with research and operations to ensure cohesive execution.
• Establish operating rhythms, metrics, and accountability across functions.
• Foster a customer-first culture to strengthen trust and long-term relationships.

Skills

B2C financial services sales

Business leadership

Direct sales leadership

Cross-functional leadership

P&L ownership

Job description

Business Head Wealth Vertical

Location:
Bengaluru

About The Company

A fast-growing Bengaluru-based wealthtech company building an app-first investment advisory and portfolio management platform for Indian retail investors.

Its subscription-led wealth product bridges the gap between mutual fund distribution and ultra-HNI portfolio management by combining investment research, advisory, and technology.

Operating as a SEBI-registered Research Analyst, the company is positioned in one of India's fastest-growing wealthtech segments.

The Opportunity

This is a high-impact business leadership role created to scale an existing ~400 crore AUM business into a multi-thousand-crore platform over the next two years.

The role is primarily focused on business growth and sales leadership, rather than investment research. You will work closely with the Founder & CEO and lead the existing team across sales, research, and operations, with sales being the primary area of ownership.

Key Responsibilities

• Build & Scale the Sales Engine
• Own and optimize the end-to-end customer acquisition funnel across direct sales, telesales, field sales, and partnerships.
• Identify the highest-impact growth channels and build a scalable, repeatable sales engine.
• Drive significant growth in AUM and revenue through strong execution and commercial leadership.
• Lead the Commercial Function
• This is an 80% sales-focused leadership role with overall oversight of the research and operations teams.
• Lead the sales organization while ensuring alignment across research, sales, and operations.
• Establish clear operating rhythms, performance metrics, and accountability across functions.
• Build a customer-first culture where every client interaction strengthens trust and long-term relationships.
• Business & P&L Ownership
• Own the business revenue and overall P&L.
• Drive strategic initiatives to improve customer acquisition, conversion, retention, and business profitability.
• Monitor business performance and make data-driven decisions to achieve aggressive growth targets.
• Build for Scale
• Strengthen processes, team capabilities, and execution as the business grows.
• Partner closely with leadership on business strategy and execution priorities.
• Thrive in a fast-paced, entrepreneurial environment with high ownership and ambiguity.

Ideal Candidate

• 812 years of experience in B2C financial services sales or business leadership.
• Experience in wealth management, broking, mutual fund distribution, investment advisory, or insurance distribution.
• Demonstrated track record of scaling AUM or revenue from tens of crores to hundreds of crores through personal business ownership.
• Strong direct sales leadership experience with the ability to oversee cross-functional teams across sales, research, and operations.
• Experience owning business metrics, revenue targets, and commercial outcomes.
• Comfortable building teams, processes, and operating models in a high-growth environment.

Preferred Experience

• Experience in wealthtech or broking is preferred but not mandatory.
• Strong understanding of retail investment products, customer acquisition, and advisory-led businesses.
• Prior experience working in a startup or high-growth organization.

Not a Fit

• Pure equity research or PMS professionals without business ownership or sales leadership experience.
• Leaders who have only managed large, well-established sales organizations without building businesses from the ground up.
• Performance marketing or growth marketing professionals without end-to-end commercial ownership.