Head Strategy

NDX Financial Services; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

LiquiOne (NDX Financial Services Group) seeks an entrepreneurial Head of Strategy to drive growth across its wealth management and fixed income platforms in Mumbai. You will lead strategic initiatives, identify new revenue streams, and build scalable business models in collaboration with founders and senior leadership.

The role focuses on growth, product strategy, partnerships, and market expansion, requiring a hands-on leader with a strong track record in high-growth financial services and the

Qualifications

• 10+ years of experience in Growth Strategy, Business Strategy, Sales Strategy, Product Strategy and Go-to-Market Strategy.
• Proven track record of driving business growth, scaling revenue and launching new business initiatives.
• Experience in startups or high-growth organizations with exposure to scaling businesses or driving growth from the ground up.
• Experience in Wealth Management, WealthTech, FinTech, Investment Platforms, Broking, Asset Management, Fixed Income, NBFC, Banking or Financial Services preferred.
• Experience identifying new business opportunities, building strategic partnerships and expanding distribution channels.
• Experience working directly with Founders, CXOs or senior leadership teams.
• Strong analytical, problem-solving and stakeholder management skills.

Responsibilities

• Develop and execute the overall growth strategy aligned with company objectives.
• Identify new business opportunities, market segments and revenue streams.
• Build long-term strategic plans for scaling the business.
• Drive business expansion through innovative go-to-market initiatives.
• Monitor industry trends, competitor movements and emerging opportunities.
• Identify and incubate new business opportunities, business models and strategic initiatives.
• Design and implement sales strategies to accelerate revenue growth.
• Build scalable acquisition channels for investors, distributors and partners.
• Strengthen relationships with IFAs, MFDs, Wealth Managers, Family Offices, RIAs and distribution networks.
• Establish growth metrics, sales KPIs and performance frameworks.
• Drive business productivity and improve conversion ratios.
• Work closely with Product, Technology and Business teams to define product roadmap.
• Launch new products based on market demand.
• Improve product-market fit and customer engagement.
• Build strategic alliances with financial institutions, wealth platforms, distributors and ecosystem partners.
• Expand advisor and channel partner network nationally.
• Create scalable partnership models.
• Build, mentor and lead high-performing teams.
• Drive a culture of ownership, innovation and accountability.
• Collaborate across Product, Operations, Technology, Compliance and Marketing.
• Foster an entrepreneurial culture by encouraging innovation, experimentation and ownership.
• Leverage analytics and customer insights.
• Monitor acquisition costs, customer behaviour, revenue metrics and profitability.
• Create dashboards and management reports.

Skills

Growth strategy

Business strategy

Sales strategy

Product strategy

Go-to-market strategy

Partnerships

Market expansion

Team leadership

Data-driven decisions

Job description

Head of Strategy

Location: Marol, Andheri East, Mumbai
Experience: 10+ Years
Reporting To: Founders / Leadership Team
Industry: Wealth Management | Fixed Income

About Organisation

LiquiOne (NDX Financial Services Group) is a fast-growing financial services group focused on building innovative lending, wealth management, and investment businesses.

Our group companies include:

• LiquiLoans :- It was One of India's leading P2P Lending platforms.
• LiquiBonds :- A rapidly growing wealth platform offering Fixed Income investment products including Bonds, NCDs, Government Securities, and other investment products.
• Caprion :- Our NBFC providing Personal Loans, Aptech Loans, Solar Loans, Home Renovation Loans, and other lending solutions.

At LiquiOne, we believe in creating innovative financial products, leveraging technology, and building scalable businesses that simplify financial services for customers across India.

About the Role

We are looking for an entrepreneurial and highly strategic leader to drive the next phase of business growth across our group companies. This role is ideal for someone who enjoys solving business challenges, identifying new growth opportunities, creating scalable business models, and working closely with founders to build high-growth businesses.

The role is not limited to marketing. It requires expertise in Business Strategy, Growth Strategy, Product Strategy, Sales Strategy, Partnerships, and Business Expansion. The candidate will work closely with the Founders and senior leadership to define long‑term business strategy and execute high‑impact growth initiatives.

Key Role & Responsibility

Business Growth & Strategy

• Develop and execute the overall growth strategy aligned with company objectives.
• Identify new business opportunities, market segments and revenue streams.
• Build long-term strategic plans for scaling the business.
• Drive business expansion through innovative go-to-market initiatives.
• Monitor industry trends, competitor movements and emerging opportunities.
• Identify and incubate new business opportunities, business models and strategic initiatives.

Sales Strategy & Revenue Growth

• Design and implement sales strategies to accelerate revenue growth.
• Build scalable acquisition channels for investors, distributors and partners.
• Strengthen relationships with IFAs, MFDs, Wealth Managers, Family Offices, RIAs and distribution networks.
• Establish growth metrics, sales KPIs and performance frameworks.
• Drive business productivity and improve conversion ratios.

Product Strategy & Market Expansion

• Work closely with Product, Technology and Business teams to define product roadmap.
• Launch new products based on market demand.
• Improve product‑market fit and customer engagement.

Partnerships & Distribution Development

• Build strategic alliances with financial institutions, wealth platforms, distributors and ecosystem partners.
• Expand advisor and channel partner network nationally.
• Create scalable partnership models.

Team Leadership

• Build, mentor and lead high-performing teams.
• Drive a culture of ownership, innovation and accountability.
• Collaborate across Product, Operations, Technology, Compliance and Marketing.
• Foster an entrepreneurial culture by encouraging innovation, experimentation and ownership.

Data-Driven Decision Making

• Leverage analytics and customer insights.
• Monitor acquisition costs, customer behaviour, revenue metrics and profitability.
• Create dashboards and management reports.

Ideal Candidate Profile - Must Have

• 10+ years of experience in Growth Strategy, Business Strategy, Sales Strategy, Product Strategy and Go‑to‑Market Strategy.
• Proven track record of driving business growth, scaling revenue and launching new business initiatives.
• Experience in startups or high‑growth organizations with exposure to scaling businesses, building new verticals or driving growth from the ground up will be a strong advantage.
• Experience in Wealth Management, WealthTech, FinTech, Investment Platforms, Broking, Asset Management, Fixed Income, NBFC, Banking or Financial Services will be preferred.
• Experience identifying new business opportunities, building strategic partnerships and expanding distribution channels.
• Experience working directly with Founders, CXOs or senior leadership teams.
• Strong analytical, problem-solving and stakeholder management skills.