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