Key Responsibilities:

Business Development & Revenue Generation:

- Drive sales of PMS and AIF products through B2B distribution channels including IFAs, MFDs, wealth managers, and financial advisors.

- Achieve and exceed zonal sales targets and AUM (Assets Under Management) goals.

- Develop and execute comprehensive business plans to maximize market penetration and revenue growth.

- Identify and onboard new distribution partners to expand the network across the zone.

- Build and maintain strong relationships with key distributors, wealth management firms, and financial intermediaries.

Team Leadership & Management:

- Lead, mentor, and manage a team of sales professionals and relationship managers across the zone.

- Set clear performance objectives, monitor progress, and drive accountability.

- Conduct regular training sessions on product knowledge, sales techniques, and market trends.

- Foster a high-performance culture focused on results and customer satisfaction.

- Recruit, develop, and retain top sales talent.

Strategic Planning & Market Intelligence:

- Analyze market trends, competitor activities, and identify growth opportunities in the zone.

- Develop zone-specific strategies aligned with overall organizational objectives.

- Provide regular forecasts, sales reports, and market intelligence to senior management.

- Collaborate with product and marketing teams to customize offerings for regional needs.

- Represent the organization at industry events, conferences, and networking forums.

Relationship Management & Client Servicing:

- Maintain strong relationships with top-tier distributors and key accounts.

- Ensure superior service delivery and resolution of distributor concerns.

- Conduct regular business review meetings with distribution partners.

- Work closely with operations and compliance teams to ensure smooth onboarding and transactions.

- Act as an escalation point for critical client and distributor issues.

Compliance & Risk Management:

- Ensure all sales activities comply with SEBI regulations and internal policies.

- Maintain accurate documentation and reporting as per regulatory requirements.

- Promote ethical sales practices and adherence to industry standards.

- Work with compliance team to ensure distributor due diligence and KYC processes.

Education & Certifications:

- MBA in Finance, Marketing, or related field from a reputed institution.

Experience:

- 10-15 years of experience in financial services sales, with at least 5 years in PMS/AIF distribution.

- Minimum 4-5 years in a leadership role managing sales teams.

- Proven track record of achieving sales targets and building AUM through B2B channels.

- Strong network of IFAs, MFDs, wealth managers, and financial advisors in the zone.

- Deep understanding of alternative investments, portfolio management strategies, and wealth management landscape.

Preferred Qualifications:

- Experience with leading asset management companies, PMS providers, or AIF houses.

- Established relationships with top distribution houses and national distributors.

- Experience in handling HNI and UHNI client segments through distributors.

- Knowledge of digital distribution platforms and fintech partnerships.

Skills & Competencies:

Technical Skills:

- In-depth knowledge of PMS and AIF products, structures, and regulations.

- Understanding of SEBI guidelines for PMS and AIF operations.

- Strong financial acumen and investment product knowledge.

- Proficiency in CRM systems and sales analytics tools.

- Excellent presentation and proposal development skills.

Leadership & Interpersonal Skills:

- Proven ability to lead, motivate, and develop high-performing teams.

- Exceptional relationship-building and networking capabilities.

- Strong negotiation and deal-closing skills.

- Strategic thinking with ability to translate strategy into execution.

- Excellent communication skills (verbal and written).

- Ability to influence and engage stakeholders at all levels.

Personal Attributes:

- Results-driven with entrepreneurial mindset.

- Self-motivated with high energy and initiative.

- Ability to work in a fast-paced, target-driven environment.

- Strong business ethics and integrity.

- Willingness to travel extensively within the zone.

Reporting Structure:

- Reports to: CEO.

Key Performance Indicators (KPIs):

- Zonal sales targets and AUM growth.

- Number of active distributors and new distributor onboarding.

- Market share in the zone.

- Team productivity and performance metrics.

- Distributor satisfaction scores.

- Product mix and diversification across PMS and AIF offerings.