Confidential Job Posting
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Key Responsibilities:
Business Growth & Strategy:
- Own revenue and AUM targets for the assigned zone.
- Translate national strategy into regional business plans and execute effectively.
- Identify emerging market trends and new distribution opportunities, including digital/fintech channels.
Channel Development:
- Build deep relationships with banks, national distributors, regional distributors and online platforms.
- Expand penetration through innovative campaigns and new product launches
Product & Marketing Collaboration:
- Provide market intelligence and feedback for new product ideas and campaigns.
- Partner with marketing for local events, seminars, and subscriber education initiatives.
Compliance & Risk Management:
- Ensure all sales practices meet regulatory and internal compliance standards.
- Oversee distributor due diligence and periodic reviews.
Financial & Operational Control:
- Manage regional budgets, forecasts, and cost efficiencies.
- Monitor and report AUM growth, channel performance, and key metrics to national leadership.
Required Qualifications & Experience:
- MBA/PGDM in Finance/Marketing or equivalent.
- 10-15 years of experience in financial services, with at least 5 years in mutual fund or wealth management sales leadership.
- Proven success in multi-channel distribution and AUM growth.
- Strong understanding of SEBI/AMFI guidelines and market dynamics of the respective zone.
Key Competencies:
- Entrepreneurial mindset with strategic and execution skills.
- Excellent relationship-building, networking, and negotiation abilities.
- Data-driven decision making and strong financial acumen.
- High ethical standards and customer-centric approach.
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