Build & Scale the Sales Engine
HireVedaX
Location: Bengaluru
About The Company
A fast-growing Bengaluru-based wealthtech company building an app-first investment advisory and portfolio management platform for Indian retail investors. Its subscription-led wealth product bridges the gap between mutual fund distribution and ultra-HNI portfolio management by combining investment research, advisory, and technology. Operating as a SEBI-registered Research Analyst, the company is positioned in one of India's fastest-growing wealthtech segments.
The Opportunity
This is a high-impact business leadership role created to scale an existing ~₹400 crore AUM business into a multi-thousand-crore platform over the next two years.
The role is primarily focused on business growth and sales leadership, rather than investment research. You will work closely with the Founder & CEO and lead the existing team across sales, research, and operations, with sales being the primary area of ownership.
Key Responsibilities
Build & Scale the Sales Engine
- Own and optimize the end-to-end customer acquisition funnel across direct sales, telesales, field sales, and partnerships.
- Identify the highest-impact growth channels and build a scalable, repeatable sales engine.
- Drive significant growth in AUM and revenue through strong execution and commercial leadership.
- This is an 80% sales-focused leadership role with overall oversight of the research and operations teams.
- Lead the sales organization while ensuring alignment across research, sales, and operations.
- Establish clear operating rhythms, performance metrics, and accountability across functions.
- Build a customer-first culture where every client interaction strengthens trust and long-term relationships.
- Own the business revenue and overall P&L.
- Drive strategic initiatives to improve customer acquisition, conversion, retention, and business profitability.
- Monitor business performance and make data-driven decisions to achieve aggressive growth targets.
- Strengthen processes, team capabilities, and execution as the business grows.
- Partner closely with leadership on business strategy and execution priorities.
- Thrive in a fast-paced, entrepreneurial environment with high ownership and ambiguity.
- 8–12 years of experience in B2C financial services sales or business leadership.
- Experience in wealth management, broking, mutual fund distribution, investment advisory, or insurance distribution.
- Demonstrated track record of scaling AUM or revenue from tens of crores to hundreds of crores through personal business ownership.
- Strong direct sales leadership experience with the ability to oversee cross-functional teams across sales, research, and operations.
- Experience owning business metrics, revenue targets, and commercial outcomes.
- Comfortable building teams, processes, and operating models in a high-growth environment.
- Experience in wealthtech or broking is preferred but not mandatory.
- Strong understanding of retail investment products, customer acquisition, and advisory-led businesses.
- Prior experience working in a startup or high-growth organization.
- Pure equity research or PMS professionals without business ownership or sales leadership experience.
- Leaders who have only managed large, well-established sales organizations without building businesses from the ground up.
- Performance marketing or growth marketing professionals without end-to-end commercial ownership.