Head - Sales - Investments

Job Description

The Head of Sales is a leadership position with full responsibility for revenue generation, P&L accountability, and driving the company's growth. This individual will play an integral role in developing new business, managing a small but dynamic team, and driving sales results. A core focus of this role will be driving mutual fund distribution, significantly growing the network of sub-brokers, and actively contributing to the sale of diverse asset classes. The ideal candidate will be highly experienced in B2C sales, particularly within the BFSI (Banking, Financial Services, and Insurance) sector, with a deep understanding of financial investment products such as Mutual Funds, Insurance, etc. Strategic Sales Leadership: Develop and execute comprehensive sales strategies to hit revenue and P&L targets, identifying new business opportunities and market trends. Mutual Fund Distribution & Growth: Lead and expand mutual fund distribution channels, focusing on increasing Assets Under Management (AUM) and staying updated on market trends. Sub-Broker Network Development: Strategize and execute the growth and management of a strong sub-broker network, including recruitment, training, and relationship building to maximize productivity and ensure compliance. Diversified Asset Class Sales: Facilitate the sale of other asset classes (e.g., insurance, bonds) by training the sales team and sub-brokers, and identifying cross-selling opportunities. Team Leadership: Recruit, mentor, and manage a high-performing sales team, fostering a culture of excellence and continuous improvement. Client Management & Analysis: Build strong client relationships, conduct market research, and report on sales performance to inform strategic decisions. Compliance: Ensure all sales activities and sub-broker operations adhere to regulatory guidelines and internal policies. Specific Criteria Required Minimum 10 years of experience in B2C sales, with a proven track record of driving revenue and achieving sales targets, particularly in the Mutual Fund industry. Strong experience with financial investment products such as mutual funds, wealth management, or other financial services. Candidates with experience in fintech or wealth management will be highly preferred. Bachelor's degree in Business, Finance, Economics, or a related field. An MBA or other relevant advanced qualifications are a plus. Skills & Competencies Deep understanding of the financial services industry, specifically investment products and market trends. Proven ability to manage P&L, including budgeting and forecasting. Excellent communication, negotiation, and interpersonal skills. Strong leadership and team management abilities, with a focus on motivation, coaching, and development. Ability to work in a fast-paced, startup environment, demonstrating flexibility and entrepreneurial spirit. Highly results-driven with a proactive and solutions-oriented mindset. What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: p&l management,revenue,communication skills,results-driven mindset,team leadership,entrepreneurial spirit,financial investment products,financial services,investment,client management,negotiation skills,b2c sales,interpersonal skills,market analysis,sales,leadership,flexibility,mutual funds Show more Show less