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Tier-2 funded fintech, mid-level generalist sales role, and metro location create moderate applicant competition.
Strong preference for banking/insurance/investments channel experience and local network reduces cross-industry transferability.
Explicit 5+ years, city-local experience, industry (banking/investments) and team-handling requirements make filters strict.
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Own end-to-end P&L and growth for the city, focusing on investment wallet expansion across multiple financial products.
Lead direct customer acquisition and manage channel partners (IFAs, DSAs, wealth advisors) including onboarding, training, and performance management.
Hire and manage a 5-10 member field sales team with rigorous execution on sales processes, compliance, and reporting.
5+ years experience in City/Branch-level Sales or Business Development within Banking, Insurance, Investments, or Lending.
Prior experience managing a field sales team of 5-10 members for at least 2 years with accountability for targets and reviews.
Local city experience with a strong network in the same city as the role.
Bachelor’s degree required; MBA preferred. Fluent in English and the local city language.
Experienced hands-on field operator who spends 70-80% time on-ground executing sales strategies and managing partners.
Data-driven with strong command over sales processes, CRM, funnel metrics, and proficient in Excel/Google Sheets.
Demonstrated ability in partner management, direct retail/affluent customer sales, and scaling city-level investment wallet efficiently with compliance focus.