Head of Digital Sales

Designation: Head - Inside Sales & Digital Relationship Management

Experience: 12 - 18 years in Inside Sales / Digital Relationship Management leadership, preferably in Financial Services, Fintech, Asset Management, or Phone Banking

Qualification: Graduate / Postgraduate in any discipline; MBA preferred

Location: Chennai

About The Role

We are looking for a Head of Digital Sales to lead the Inside Sales Digital Relationship Business for a leading digital-first fintech. This leader will build, scale, and run a high-performing, digitally led inside sales organization that acquires, activates, and grows client relationships remotely, driving revenue and AUM growth while upholding the highest standards of compliance and client suitability.

Must Have (Skills/Exposures/Certifications)

- Proven leadership experience running large Inside Sales / Tele-sales or Phone Banking teams, preferably in Financial Services, Fintech, or Asset Management.

- Strong track record of building and scaling digital relationship management or remote advisory businesses.

- Hands-on experience with CRM, dialer, and sales productivity/analytics platforms in a target-driven environment.

- Sound understanding of mutual fund, wealth, or broking products and the digital investor journey.

- Working knowledge of SEBI and AMFI regulatory requirements, KYC, and suitability norms applicable to sales and advisory processes.

- Demonstrated ability to lead, coach, and retain large, geographically distributed or centralized-hub sales teams.

What You'll Own

- Lead and scale the Inside Sales Digital Relationship Business, owning revenue, AUM, and client acquisition targets.

- Design and continuously refine the digital relationship coverage model, call/contact strategy, and lead-to-conversion funnel.

- Build, hire, and develop a high-performing team of team leaders, relationship managers, and tele-callers.

- Define sales playbooks, scripts, and pitch frameworks tailored to digital and phone-based client engagement.

- Partner closely with Marketing, Product, and Digital teams to optimize lead generation, quality, and conversion.

- Track and drive productivity metrics - calls, conversion rates, activation, AUM/revenue per RM - through robust MIS and dashboards.

- Institutionalize a strong sales performance management system, including incentive design, goal-setting, and review cadence.

- Ensure full adherence to SEBI, AMFI, and internal compliance requirements, including suitability and mis-selling controls, across the sales process.

- Drive adoption of CRM, dialer, and sales-enablement technology to improve efficiency and client experience.

- Present regular business reviews, forecasts, and performance updates to senior leadership.

Requirements

- 12 - 18 years of experience in Inside Sales, Tele-sales, or Digital Relationship Management leadership roles.

- Mandatory leadership experience in Financial Services, Fintech, Asset Management, or Phone Banking.

- Proven experience scaling revenue and client acquisition through a digital/tele-channel led sales model.

- Strong people leadership experience, having managed teams of significant scale (50+ preferred).

- Comfortable working with CRM, dialer, and sales analytics/reporting tools in a metrics-driven environment.

- Based in or willing to relocate to Chennai.

- A growth mindset with the ability to thrive in a fast-paced, high-ownership environment.