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Chief Business Officer

Chief Business Officer

ConfidentialThane
30+ days ago
Job description

Responsibilities :

  • Sales Leadership (PMS / AIF) : Provide visionary sales leadership specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) products, driving revenue growth and market share.
  • Marketing Strategy & Brand Positioning : Develop and execute comprehensive marketing strategies, ensuring strong brand positioning within the wealth management sector.
  • CRM & Client Lifecycle Management : Oversee and enhance CRM (Customer Relationship Management) strategies and client lifecycle management, focusing on client acquisition, retention, and satisfaction.
  • Channel Development & Partner Network Expansion : Drive the development of new sales channels and expand the partner network, identifying and building strategic alliances to broaden market reach.
  • Digital Business Enablement : Lead initiatives for digital business enablement, leveraging technology to optimize sales processes, enhance client experience, and drive efficiency.
  • Revenue Management & Target Alignment : Manage revenue streams effectively, ensuring alignment of business targets across all sales functions and driving profitability.
  • Market Analysis : Conduct in-depth market analysis to identify new business opportunities, competitive landscapes, and industry trends within wealth management.
  • Team Leadership : Build, lead, and mentor high-performing sales and business development teams, fostering a culture of excellence and accountability.
  • Strategic Planning : Contribute to the overall strategic planning of the organization, aligning business development efforts with corporate objectives.

Required Skills :

  • Proven experience in Wealth Management companies is mandatory.
  • Strong leadership in PMS / AIF sales .
  • Expertise in marketing strategy and brand positioning .
  • Proficiency in CRM & client lifecycle management .
  • Demonstrated ability in channel development & partner network expansion .
  • Experience in digital business enablement .
  • Strong capabilities in revenue management & target alignment .
  • Excellent strategic thinking, negotiation, and communication skills.
  • Skills Required

    Marketing Strategy, Brand Positioning, Revenue Management, Market Analysis

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