Head - B2B Sales & Distribution - Broking Channels

Company Overview:

We are a modern, fast-scaling investment management platform. We engineer high-conviction alternate investment solutions, specialized PMS/AIF strategies, quantitative portfolios, and structured debt offerings.

We partner with top-tier financial intermediaries, B2B broking networks, MFDs, independent wealth managers, sub-broker franchises, and corporate distributors across India to deliver institutional-grade investment solutions to end clients.

Position Overview:

We are looking for a high-impact, results-driven Head of B2B Sales & Distribution based in Mumbai to lead and scale our institutional distribution ecosystem.

In this role, you will build, own, and execute our B2B partner acquisition strategy - onboarding regional broking houses, national distributors (NDs), sub-broker networks, IFAs, and corporate advisory channels. You will be responsible for scaling partner-led Assets Under Management (AUM) and establishing our platform as a preferred alternate investment partner.

Key Responsibilities:

1. Strategic Partner Acquisition & Onboarding:

• Target, onboard, and activate B2B channel partners, including stockbroking firms, sub-broker networks, National Distributors (NDs), Chartered Accountant (CA) networks, and independent wealth partners.
• Build strategic tie-ups with regional broking desks and wealth distribution firms to cross-sell PMS, AIF, structured notes, and alternate debt offerings.

2. Channel Revenue & AUM Ownership:

• Own and deliver aggressive partner-driven AUM acquisition targets ($50M+ in Year 1) across equities, alternates, and structured strategies.
• Design attractive partner compensation, commission structures, and co-marketing programs to maximize wallet share with key intermediaries.

3. Partner Enablement & Product Positioning:

• Conduct regular product training, market orientation, and strategy roadshows for partner relationship teams, sub-brokers, and wealth advisors.
• Equip partners with high-converting marketing collateral, digital portal access, deal intelligence, and regulatory updates.

4. Team Leadership & Pipeline Governance:

• Build, mentor, and manage a high-performing B2B sales team across core financial hubs, instituting disciplined CRM tracking, partner activation metrics, and pipeline reviews.
• Work closely with internal Product, Tech, Legal, and Compliance teams to streamline partner onboarding, KYC, and seamless revenue sharing.

Ideal Candidate Profile:

• Experience: 10+ years of experience leading B2B sales, partner onboarding, or distribution networks within stockbroking firms, AMCs, wealthtech platforms, or financial distribution houses (e.g., Motilal Oswal, Sharekhan, Kotak Securities, LKP Securities, Prudent Corporate, NJ India, Centricity, LiquiLoans, or similar).
• Network Strength: Deep, active relationships with sub-broker networks, broking franchises, MFDs, and corporate distributors across Mumbai and key Indian financial markets.
• Domain Mastery: In-depth understanding of equity derivatives, PMS, AIFs, mutual funds, NCDs/structured debt, and SEBI regulatory frameworks for intermediaries.