Reporting to: Dy. Zonal Head - Karnataka & TN Department: Sales About the role: - The Regional Business Head will drive business growth, deepen client relationships, and expand market presence across key institutional segments in the region. - The role demands expertise in investment solutions, distributor engagement, and regulatory compliance, with a strong focus on revenue generation and strategic business expansion. 1. Client and Distributor Relationship Management: - Serve as the senior point of contact for corporate clients, private banking/wealth desks, RIAs, and distributors. - Collaborate with Relationship Managers and internal teams to strengthen client engagement and maximize business opportunities. - Deliver market insights, economic outlooks, house views, and product presentations to key clients and distribution networks. 2. Business Development: - Drive growth by identifying and converting new opportunities across Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), and GIFT City offerings. - Enhance market share and wallet share across distribution counters. - Strengthen relationships with existing clients and distributors while reactivating dormant accounts. - Track approved schemes within the private banking and wealth segment to drive focused sales discussions. - Identify emerging institutional trends, including opportunities in PE/VC, IPOs, QIPs, and promoter stake sales. - Monitor industry movements and leverage networking opportunities at industry events and conferences. 3. Sales Process, Compliance, and Risk Management: - Ensure all activities comply with regulatory frameworks, internal policies, and ethical standards. - Maintain sales hygiene, track sales MIS, and manage HERO CRM updates. - Monitor industry best practices and keep senior management informed of evolving trends. - Oversee transaction processing, ensuring accuracy and adherence to risk management protocols. 4. Investment Collaboration & Advisory: - Work closely with investment and product teams to implement strategic investment solutions. - Regularly review client portfolios to align with evolving market conditions and client objectives. - Provide thought leadership to senior management on asset allocation, investment trends, and competitive opportunities. Key Skills & Competencies: - Strong experience in institutional sales, wealth management, or investment advisory. - Deep understanding of financial markets, investment products, and regulatory compliance. - Proven track record of business growth and client relationship management. - Excellent communication and presentation skills. - Ability to identify emerging trends and capitalize on market opportunities. - Strong leadership and team management capabilities Academics: - MBA/CA/CFA or equivalent qualification in finance or related fields. - 12+ years of experience in asset management, wealth management, or related financial services.

Bangalore

Regional Business Head - Bank 

Job Description for Regional Business Head - Bank  in Virtuous Advisors and Resources Pvt. ltd. in  Bangalore for (12-16) years of experience. Apply Now!