Regional Sales Head - Mutual Fund/Wealth

Hiring for a Financial Service client

Role : Regional Sales Head- Mutual Fund/Wealth

Base Bangalore

CTC : 25 lacs

Team handling : Yes, of Relationship Managers

Span of control : South India

Responsibilities Broken Down by Focus Areas

1. Business Development

- Drive targets across all products

- Help RMs cross-sell more products to existing customers.

- Conduct joint client meetings to help close deals and deepen relationships.

- Monitor and ensure the quality of business - not just quantity.

- Recruit, train, and build a high-performing RM team.

2. Customer Experience

- Resolve complex queries escalated by RMs.

- Promote alternate/digital banking (internet/mobile app, call center, etc.).

- Provide doorstep banking when necessary for top clients.

3. Operational Excellence

- Ensure smooth onboarding of new clients.

- Maintain all necessary MIS reports (calls made, conversions, meetings).

- Conduct regular performance reviews, coaching sessions, and training.

- Strictly enforce risk, compliance, and process adherence.

4. Team & Leadership

- Motivate the team through recognition, rewards, and clear goals.

- Coach individual RMs for performance improvement.

- Conduct structured reviews and manage appraisals on time.