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Head of Sales--OngoleBulls Invest
Head of Sales--OngoleBulls InvestConfidential • Hyderabad / Secunderabad, Telangana, India
Head of Sales OngoleBulls Invest

Head of Sales OngoleBulls Invest

Confidential • Hyderabad / Secunderabad, Telangana, India
8 hours ago
Job description

Job Description

Head of Sales – OngoleBulls Invest Pvt Ltd

Location : Hyderabad (Head Office)

Mode : Full-time | Leadership Role

Experience : 8–15+ Years in Financial Product Sales

Preferred Background : Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking

Reports To : CEO / Managing Director

About OngoleBulls

OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF / PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led models.

Role Overview

We are seeking a high-impact Head of Sales to lead national revenue growth by building and managing a strong sales organization across retail, HNI, corporate, and channel partner ecosystems. The ideal leader will bring proven experience in driving scale, managing distributed teams, and implementing sales strategies across the bancassurance and financial product distribution ecosystem.

Key Responsibilities

Leadership & Sales Strategy

  • Build, lead, and mentor a high-performing sales force including RMs, Channel Heads, Zonal / Regional Managers, and Partner Development teams.
  • Develop and execute short-term and long-term sales strategies aligned to AUM growth and revenue targets.
  • Expand business through bancassurance alliances, corporate partnerships, wealth partner networks, DSAs, and B2B distribution channels.
  • Forecast sales, monitor performance metrics, and drive strong accountability culture.

Revenue & Growth Management

  • Drive AUM, revenue, market penetration and partner activation across India.
  • Grow sales across MF, SIF, PMS / AIF, Bonds, Insurance, Unlisted equity and other investment products.
  • Create scalable frameworks for acquisition, retention, and cross-sell & up-sell initiatives.
  • Set quarterly revenue roadmaps and KPI dashboards.
  • Team & Capability Building

  • Train teams on financial products, consultative selling, compliance, and customer engagement.
  • Foster a culture of performance, discipline and customer-centricity.
  • Recruit and onboard high-quality sales talent nationwide.
  • Strategic Partnerships & Alliances

  • Manage and expand relationships with banks, NBFCs, insurers, AMCs, brokers, RIAs, and channel partners.
  • Negotiate distribution arrangements, commission frameworks and joint marketing partnerships.
  • Compliance & Governance

  • Ensure strict adherence with SEBI, IRDAI, RBI, AMFI, and regulatory norms.
  • Implement structured sales processes and CRM adoption.
  • Brand & Market Enablement

  • Lead offline + digital investor engagement programs, seminars, events & roadshows.
  • Collaborate with marketing for campaigns and brand visibility.
  • Candidate Profile

    Must Have

  • 8–15+ yrs experience leading large sales teams in bank assurance, insurance distribution, wealth management, AMC / Brokerage / NBFC channels.
  • Proven track record in scaling revenues, driving AUM growth & building high-performance teams.
  • Strong understanding of financial / investment products & compliance frameworks.
  • Ability to operate at strategic and execution levels simultaneously.
  • Strong leadership presence, networking ability & communication skills.
  • Good to Have

  • Exposure to HNI / UHNI & Corporate sales
  • Experience working with technology-enabled distribution models
  • NISM or AMFI certification preferred
  • KPIs

    Metric

    Description

    AUM Growth

    Core measure of success

    Revenue, margins & profitability

    Sales productivity targets

    Partner / Channel expansion

    Number & quality of alliances

    Team performance & retention

    Leadership quality indicator

    Client acquisition & retention

    Strength of sales funnel

    Product mix quality

    Balanced sales & suitability compliance

    What We Offer

  • Competitive CTC + aggressive performance incentives
  • ESOP / Wealth creation opportunity (performance-linked)
  • Leadership visibility & direct collaboration with founders
  • Fast-growth environment with autonomy and innovation space
  • Ability to shape national expansion & distribution infrastructure
  • Apply Now

    Email :  [HIDDEN TEXT]

    WhatsApp : +91 9281111718

    Skills Required

    Financial Products, Consultative Selling, Mutual Funds, Wealth Management, Bancassurance, NBFC, Banking, Insurance Broking, Sales Strategy

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    Head Of • Hyderabad / Secunderabad, Telangana, India

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