We are building a next-generation, tech-enabled investment platform designed to make high quality alternate investment products accessible and transparent. We are looking for a dynamic and ambitious Zonal Head – West to lead our Channel Partners & Retail Sales vertical in the western region. The ideal candidate will be a B2B sales leader with a strong track record in financial product distribution, excellent stakeholder management skills, and the ability to scale business through strategic partnerships. This is a critical leadership role responsible for expanding our partner network and ensuring robust revenue growth through investment product distribution. Key Responsibilities<ul><li>Drive acquisition of new B2B partners across IFA channels, national distributors, stockbrokers, and wealth firms</li><li>Deepen relationships with existing partners to enhance engagement and increase wallet share.</li><li>Manage and scale a large client portfolio, focusing on Fixed Income and alternate investment products</li><li>Generate investment inflows from assigned partner channels.</li><li>Conduct regular product training sessions for partners and clients on investment products such as Bonds and similar instruments.</li><li>Manage overall sales and revenue targets in the Western zone.</li><li>Lead, coach, and manage a team of 7–10 high-performing Relationship Managers.</li><li>Execute strategic initiatives, including business engagement activities with channel partners.</li><li>Collaborate with cross-functional teams to analyze process gaps and lead optimization projects.</li><li>Own the regional P&L, drive operational efficiency, and deliver business growth.</li></ul>Key Requirements<ul><li>Educational Background: CA (Preferred) / MBA (Finance) / CFA / Postgraduate from a reputed institute.</li><li>Professional Experience: 7–10 years of experience in B2B financial sales or strategic partnerships.</li><li>Proven track record in business development and channel partner acquisition.</li><li>Experience in managing a team of 7–10 sales professionals.</li><li>Strong understanding of financial products, especially fixed income, bonds, or investment alternatives.</li><li>Exposure to fintech ecosystems or partnerships is a plus.</li><li>Skills & Attributes:</li><li>Strategic thinker with hands-on execution capability.</li><li>Excellent verbal and written communication skills.</li><li>Strong stakeholder and relationship management abilities.</li><li>Proficiency in MS Office, especially Excel and PowerPoint.</li><li>Self-driven with an ownership mindset and a passion for business growth.</li></ul>Work Location While this role will cover the West India region, the selected candidate should be open to travel and may need to collaborate closely with teams based in other parts of West region for cross-regional alignment and business planning. Why Join Us?<ul><li>Be part of a high-growth fintech reshaping alternate investments.</li><li>Take ownership of your region with full P&L accountability.</li><li>Collaborate with industry experts and thought leaders.</li><li>Drive real impact in a dynamic, entrepreneurial environment</li></ul><h3>experience</h3>18