About the Role:

We are looking for an experienced and result-oriented Cluster Head to lead business growth across multiple locations in Coimbatore. The ideal candidate will have a strong background in Mutual Fund distribution, Wealth Management, Retail Sales, and Channel Management. This role requires driving revenue growth, managing high-performing sales teams, expanding the client base, and strengthening relationships with Mutual Fund Distributors (MFDs) while ensuring exceptional customer service and business excellence.

Key Responsibilities:

Business Development & Revenue Growth:

- Drive sales and distribution of Mutual Fund and Wealth Management products across the assigned cluster.

- Develop and execute business strategies to achieve revenue, Assets Under Management (AUM), and profitability targets.

- Identify, acquire, and onboard new retail and High-Net-Worth Individual (HNI) clients.

- Build and nurture long-term relationships with existing clients to maximize retention, cross-selling, and upselling opportunities.

- Identify new business opportunities to expand market presence and drive sustainable growth.

Channel & MFD Management:

- Build, manage, and strengthen relationships with Mutual Fund Distributors (MFDs).

- Provide MFDs with product knowledge, sales support, and market insights to enhance business performance.

- Drive productivity, engagement, and profitability within the distribution network.

- Monitor channel performance and implement strategies to improve sales effectiveness.

Team Leadership & People Management:

- Lead, mentor, and manage a team of Relationship Managers and Sales Managers.

- Set performance objectives and monitor individual and team achievements against business targets.

- Conduct regular coaching sessions, performance reviews, and capability development programs.

- Foster a high-performance culture focused on customer satisfaction and business growth.

Sales & Operational Excellence:

- Ensure smooth execution of sales processes while maintaining adherence to regulatory and company compliance standards.

- Monitor market trends, competitor activities, and customer preferences to identify growth opportunities.

- Collaborate with internal stakeholders to ensure seamless service delivery and customer experience.

- Prepare business reports, sales forecasts, and performance dashboards for management review.

Required Skills & Competencies:

- Strong expertise in Mutual Funds, Wealth Management, and Investment Products.

- Proven experience in Mutual Fund Distributor (MFD) Management and channel sales.

- Strong background in Retail Sales, client acquisition, and relationship management.

- Demonstrated ability to drive business growth and achieve revenue targets.

- Excellent leadership, team management, and mentoring skills.

- Strong communication, negotiation, and stakeholder management abilities.

- Analytical mindset with the ability to interpret market trends and make strategic decisions.

- Customer-focused with excellent relationship-building capabilities.

Qualifications:

- Degree in Business Administration, Finance, Commerce, Marketing, or a related field.

- Relevant certifications such as NISM Series V-A (Mutual Fund Distributors Certification) or AMFI Registration Number (ARN) will be an added advantage.

Experience:

- 5+ years of experience in Wealth Management, Mutual Funds, Retail Sales, or Financial Services.

- Prior experience managing multiple branches, sales teams, or business clusters is preferred.

- Proven track record of achieving sales, revenue, and AUM growth targets.

Job Location:

- Coimbatore

Preferred Candidate Profile:

- Strong understanding of the mutual fund and wealth management industry.

- Experience in managing channel partners and distribution networks.

- Ability to lead high-performing teams and drive business expansion.

- Passion for sales, customer engagement, and delivering superior financial solutions.