Role:
SBU Leader - Sales (RIA Advisory)
About the Role:
This is an entrepreneurial leadership role. As an SBU Leader at the company, you are not just a sales manager - you are the founder of your own unit within the company. You will build your team from scratch, own your revenue number, and be accountable for the complete P&L of your SBU. We are looking for people who think like business owners, not employees.
Key Responsibilities:
- Drive aggressive fresh client acquisition in the RIA Advisory space - personal selling + team selling
- Recruit, train, and build a team of 5 - 10 Financial Planning executives under your SBU
- Own the complete SBU P&L - revenue, cost, and profitability targets
- Develop and maintain a strong referral and corporate network to drive inbound business
- Maintain quality of the financial planning process and client experience within your SBU
- Report to the Business Revenue Head with complete pipeline visibility and weekly performance updates
- Partner with the marketing team to leverage digital leads and corporate tie ups
Must-Have Profile:
- NISM XA and XB certification mandatory - non-negotiable compliance requirement for RIA advisory practice
- Proven personal track record of high-ticket financial product sales - RIA, PMS, Wealth, or advisory-led
- Experience owning a team and a P&L - not just managing people but owning a number
- Strong network of HNI / mass-affluent clients in Mumbai that can be converted
- Entrepreneurial mindset - comfortable with ambiguity, fast pace, and a build-from scratch environment
- Will not come to leadership for upward delegation - brings solutions, not problems to the company
- Excellent communication, presentation, and client relationship skills
What the company Offers:
- Highly competitive fixed CTC + performance incentive (tied to SBU P&L)
- Complete ownership of your own SBU - hire your team, run your business
- Direct visibility and access to CEO; fast-track growth into a senior leadership role
- Full support: CRM, marketing leads, brand, tech platform
Skills:
- Location: Mumbai (on-site)
- Reports To: Business Revenue Head
- Team Size: Build 5 - 7 initially; grow to 10 by end of FY26-27
- P&L Ownership: Yes - full SBU P&L ownership from Day 1
Experience:
- 7 - 12 years in financial services; 3+ years managing a sales team with P&L accountability
- Industry: RIA, Wealth Management, PMS, Financial Advisory - BFSI only
Preferences:
- Candidate should be from Stock Broking or Wealth background
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