Head / Director – Wealth Advisor & Mfd Distribution Mumbai
Head / Director – Wealth Advisor & Mfd Distribution Mumbai
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Mumbai, India
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Posted: a week ago
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Description
Job Description Role: Head / Director – Wealth Advisor & MFD Distribution Location Mumbai Open to frequent travel across major wealth markets.
Reporting to Founder / CEO Role Overview Flashaid is looking for a senior distribution leader to build and scale its Mutual Fund Distributor and wealth advisor channel for a premium HNI health insurance product.
The role will own the full channel engine: identifying high-quality MFDs, onboarding them, training them, activating them, enabling sales, running advisor events, tracking productivity, and ensuring that the customer experience remains premium from pitch to policy issuance to claims support.
This is a high-ownership business-building role.
The goal is to onboard 1,000 MFDs / wealth advisors in 12 months and convert them into a productive advisor network capable of selling Flashaid’s premium health protection product to affluent and HNI families Key Responsibilities 1.
Build the MFD / Wealth Advisor Channel
· Identify and onboard 1,000 MFDs, IFAs, wealth advisors, insurance advisors and HNI financial distributors.
· Prioritize quality over vanity onboarding: focus on advisors with active HNI / affluent client relationships.
· Build city-wise and cluster-wise distributor acquisition plans.
· Create a tiering model: platinum, gold and emerging advisors based on network quality and productivity.
· Develop partnerships with MFD associations, wealth communities, financial planning groups and regional distributor networks.
Drive Activation, Not Just Registration
· Define the activation journey: sign-up, product training, first client pitch, first policy, repeat sales.
· Ensure a high percentage of onboarded MFDs become active sellers.
· Run webinars, physical events, branch meetings, advisor roundtables and co-branded customer sessions.
· Create monthly advisor activation targets and review them weekly.
· Identify top-quartile advisors and double down with events, leads, sales support and founder access.
Own Sales Targ Apply on Kit Job: kitjob.in/job/4lr70d
Reporting to Founder / CEO Role Overview Flashaid is looking for a senior distribution leader to build and scale its Mutual Fund Distributor and wealth advisor channel for a premium HNI health insurance product.
The role will own the full channel engine: identifying high-quality MFDs, onboarding them, training them, activating them, enabling sales, running advisor events, tracking productivity, and ensuring that the customer experience remains premium from pitch to policy issuance to claims support.
This is a high-ownership business-building role.
The goal is to onboard 1,000 MFDs / wealth advisors in 12 months and convert them into a productive advisor network capable of selling Flashaid’s premium health protection product to affluent and HNI families Key Responsibilities 1.
Build the MFD / Wealth Advisor Channel
· Identify and onboard 1,000 MFDs, IFAs, wealth advisors, insurance advisors and HNI financial distributors.
· Prioritize quality over vanity onboarding: focus on advisors with active HNI / affluent client relationships.
· Build city-wise and cluster-wise distributor acquisition plans.
· Create a tiering model: platinum, gold and emerging advisors based on network quality and productivity.
· Develop partnerships with MFD associations, wealth communities, financial planning groups and regional distributor networks.
Drive Activation, Not Just Registration
· Define the activation journey: sign-up, product training, first client pitch, first policy, repeat sales.
· Ensure a high percentage of onboarded MFDs become active sellers.
· Run webinars, physical events, branch meetings, advisor roundtables and co-branded customer sessions.
· Create monthly advisor activation targets and review them weekly.
· Identify top-quartile advisors and double down with events, leads, sales support and founder access.
Own Sales Targ Apply on Kit Job: kitjob.in/job/4lr70d
Highlights
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Company nameFlashaid
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Job positionHead / Director – Wealth Advisor & Mfd Distribution Mumbai
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