- We are seeking a highly driven and experienced Regional Sales Manager - Wealth Products to lead wealth management sales operations, drive revenue growth, and manage regional distribution networks for investment and wealth products.

- The ideal candidate will have strong expertise in wealth management, investment advisory, financial products sales, relationship management, and regional business development.

- The role requires leading high-performing sales teams, managing client relationships, driving AUM growth, and expanding the organization's wealth business across assigned geographies.

- The candidate will be responsible for developing strategic sales plans, managing regional targets, strengthening channel partnerships, and delivering superior customer experience while ensuring compliance with regulatory and organizational standards.

Key Responsibilities:

- Drive regional sales growth and achieve revenue targets for wealth management and investment products.

- Manage and lead regional sales teams, relationship managers, and channel partners to drive business performance.

- Develop and implement regional business strategies aligned with organizational growth objectives.

- Drive acquisition of HNI, UHNI, and affluent customers for wealth management services.

Promote and sell wealth products including:

- Mutual Funds

- PMS

- AIFs

- Bonds

- Structured Products

- Insurance Products

- Fixed Income Products

- Portfolio Advisory Services

- Manage AUM growth, portfolio expansion, and customer retention strategies.

- Build and maintain strong relationships with clients, channel partners, financial advisors, and distributors.

- Conduct market analysis, competitor tracking, and identify new business opportunities within the region.

- Ensure effective sales pipeline management and customer engagement activities.

- Monitor team performance, productivity metrics, and sales conversion ratios.

- Provide guidance, mentoring, and training to sales teams for performance enhancement.

- Collaborate with product, compliance, operations, and investment advisory teams for smooth execution of business activities.

- Ensure adherence to SEBI, RBI, AMFI, IRDAI, and internal compliance guidelines.

- Prepare regional sales MIS, forecasts, business reports, and management presentations.

- Handle escalations, customer concerns, and relationship management activities for key clients.

Technical Skills & Expertise:

- Wealth Management & Investment Advisory

- Regional Sales Management

- HNI / UHNI Client Acquisition

- Financial Products Sales

- Portfolio Management Services (PMS)

- Alternative Investment Funds (AIFs)

- Mutual Funds & Insurance Products

- Fixed Income & Structured Products

- Team Leadership & Channel Management

- Revenue & AUM Growth Management

Preferred Candidate Profile:

- 10-12 years of experience in Wealth Management, Investment Products, or Financial Services sales.

- Strong experience managing regional sales teams and large client portfolios.

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

- Strong network within HNI/UHNI client segments and financial distribution ecosystem.

- Excellent leadership, communication, and stakeholder management skills.

- Strong understanding of financial markets, investment products, and wealth advisory services