Regional Head - Sales - BFSI

Job Responsibilities

Sales :

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

- Client Servicing / Meetings with RMs

- Increment increase in AUM and NET Sales

- To Manage customers attrition

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

- Empanel National Distributors and IFAs to distribute PMS and AIF products.

Strategy planning :

- Plan overall strategy of the Zone in alignment with overall organization's objectives.

- Achieve set targets through designed strategy.

- Keep monitoring & review strategy on ongoing basis

Internal Coordination :

Liaising with senior management to arrive at clear objectives for the Zone.

Resource planning

Liaising with investment teams to enable client interaction & information.

Liaising with operations and ensure smooth functioning between department & operations.

Ensure proper compliance with respect to all channel partners distributors / clients etc.

Compliance:

Ensure all activities is as per proper compliance internally and as per regulatory requirements.

Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Key Skills :

- Interpersonal / Communication Skills

- Networking and Market Intelligence

- Strong Client Relationship Skills

- Result Orientation

- Collaborative Approach

Qualification :

- MBA - Marketing / Finance

Experience :

- 10+ years experience in handling channel management includes Consumer Banking Channel, Private Bankers, IFA's and Wealth Setups.

Functional Competencies: - Macro Market & Economy Understanding - Expert Level Understanding on Financial Products / Asset Classes - Portfolio Management - Selling Skills / Customer Acquisition