Chief Executive Officer

Chief Executive Officer (CEO)

Key Responsibilities

Strategic Leadership & P&L Ownership:

- Define and execute the overall business strategy for the IAP vertical, including both direct-to-consumer (D2C) and partner-driven (B2B) models.

- Own full P&L responsibility and deliver sustainable top-line and bottom-line growth.

- Build and scale a differentiated brand in the digital wealth management space.

B2C Growth & Product Ownership:

- Lead the development and optimization of the B2C platform-app/website, onboarding journeys, user engagement, and retention.

- Drive acquisition through digital marketing, referral programs, influencer partnerships, and data-driven campaigns.

- Work closely with Product & Tech teams to ensure product-market fit, customer experience (CX), and agility in GTM.

B2B Channel Expansion:

- Strengthen broking partnerships, IFAs, and franchise networks to drive reach and revenues.

- Enable ecosystem partners through training, digital enablement, and co-branded offerings.

- Explore and onboard new strategic alliances to widen the distribution footprint.

Team Building & Leadership:

- Build and lead a high-performing cross-functional team across Sales, Marketing, Product, Tech, Operations, and Customer Success.

- Create a high-ownership, high-accountability culture aligned with company values.

Customer Trust & Regulatory Alignment:

- Ensure best-in-class compliance with SEBI/Regulatory norms for Investment Advisory.

- Foster a customer-first approach in all offerings with strong ethical and advisory guardrails.