Revenue Director - BFSI

Revenue Director

Description:

Currently there is an opening for Director Revenue is a leading WealthTech company specializing in Financial Planning and Wealth Advisory solutions based in Mumbai.

As a pioneering and top-ranked fee-based advisory company in India, we seek a dynamic Director Revenue to drive revenue growth and team excellence across our West and South zones. This leadership role demands strategic vision combined with hands-on execution in the competitive wealth management landscape.

Position Title Director Revenue

Minimum Experience 5+ years in wealth management/advisory business

Location Mumbai (West & South Zone responsibility)

Reporting To CEO / COO

Travel Requirements 3040% across West & South zones

Employment Type Full-Time, Permanent

Core Responsibilities:

Revenue Leadership & Growth:

- Achieve and exceed overall revenue targets through strategic planning and execution

- Monitor new customer onboarding metrics and conversion rates across zones

- Drive existing customer persistency and retention strategies to maximize AUM growth

- Develop revenue forecasting models and pipeline management frameworks

- Implement revenue optimization initiatives aligned with company's growth trajectory

Team Development & Zone Management:

- Build, mentor, and develop zone-wise teams of Channel Partners (CP), AVPs, and Financial Planners across West and South regions

- Implement leadership development programs for team members

- Conduct regular performance reviews, coaching sessions, and career progression planning

- Foster a high-performance culture focused on revenue excellence and customer centricity

- Manage recruitment, onboarding, and succession planning for zone teams

- Monitor team KPIs and ensure accountability at individual and zone levels

Product Strategy & Enhancement:

- Collaborate with Product and Technology teams on wealth management product roadmap

- Identify market gaps and customer needs for new product development and enhancements

- Drive product adoption and cross-sell strategies across existing customer base

- Monitor competitor offerings and market trends; recommend positioning improvements

- Support product launch initiatives and go-to-market strategies

Key Qualifications & Experience:

Essential Requirements:

- Minimum 5+ years progressive experience in wealth management, advisory, or financial services business

- Proven track record of achieving revenue targets and managing large-scale revenue operations

- Demonstrated leadership experience managing zone-wise sales, revenue, or business development teams

- Deep understanding of wealth management products, client segments, and regulatory compliance

- Strong P&L responsibility and financial acumen

- Experience in customer acquisition, retention, and relationship management

- Proficiency with financial systems, CRM platforms, and business analytics tools

Key Competencies:

Strategic Leadership:

- Strategic revenue planning and execution capability

- Market insight and competitive intelligence gathering

- Business model innovation and growth strategy development

People Leadership:

- Team building and organizational development

- Talent identification, mentoring, and performance management

- Creating high-performance and customer-centric cultures

Business Acumen:

- Customer-centric decision making and customer insight

- Data-driven performance management and analytics

- Financial acumen and P&L management

Stakeholder Management:

- Executive-level communication and Board presentations

- Client and channel partner relationship management

- Internal cross-functional collaboration

Technical Skills:

- Regulatory knowledge (SEBI, RBI, wealth management compliance)

- Digital tools and CRM system proficiency

- Financial modelling and revenue forecasting.