Channel Head - MFD/PMS/AIF Distribution - Banking/Financial Services

Position: Channel Head

Location: Mumbai

Experience: 10+ Years

Reports To: Regional Head

About the Role:

We are looking for a dynamic, results-driven Channel Head to lead and grow business across the MFD, PMS, and AIF channels in Mumbai - bringing strong distribution relationships, deep product knowledge, and proven experience managing high-performing sales teams.

Key Responsibilities:

- Drive AUM growth and revenue targets across MFD, PMS, and AIF channels in the assigned territory

- Build, nurture, and expand relationships with Mutual Fund Distributors (MFDs), IFAs, and channel partners

- Lead, mentor, and manage a team of relationship managers/sales executives, driving performance through structured goal-setting and reviews

- Design and execute channel-specific business development strategies aligned with regional and national objectives

- Identify and onboard new MFD partners while deepening engagement with existing ones

- Collaborate with product, marketing, and research teams to effectively position PMS and AIF offerings to distribution partners

- Monitor competitor activities, market trends, and partner feedback to refine channel strategy

- Ensure compliance with SEBI/AMFI regulations and internal risk/compliance frameworks

- Provide regular business MIS, forecasts, and performance reports to the Regional Head

Key Requirements:

- 10+ years of experience in the asset management / wealth management industry, with a strong track record in MFD, PMS, and AIF distribution

- Proven experience managing and leading a sales/relationship management team

- Strong existing network of MFDs, IFAs, and distribution partners in Mumbai

- Sound understanding of mutual fund, PMS, and AIF products, market dynamics, and regulatory landscape

- Excellent relationship management, negotiation, and communication skills

- NISM certifications (relevant modules) preferred

- MBA/PGDM in Finance, Marketing, or related field preferred

Key Skills:

- Channel & Distribution Management

- Team Leadership & People Management

- Business Development & Revenue Growth

- Relationship Management (MFD/IFA)

- Product Knowledge - MF/PMS/AIF