Zonal Head - Wealth Management - AMC

Description:

About the Role :

- The role requires strong leadership capabilities, deep understanding of financial products and markets, and the ability to build and manage high-performing teams while strengthening client and institutional relationships.

Responsibilities :

- Drive overall sales growth and business expansion across the assigned zone.

- Lead, manage, and mentor the regional sales team to achieve revenue and AUM targets.

- Develop and implement regional sales strategies to strengthen market presence and drive profitability.

- Monitor team performance, productivity, and business development activities across locations.

- Build and maintain strong relationships with clients, partners, and key stakeholders within the

financial ecosystem.

- Work closely with internal teams to ensure smooth execution of business objectives and client servicing standards.

- Collaborate with the Investment Banking team by leveraging prior institutional sales experience and industry relationships.

- Facilitate strategic introductions and networking opportunities to support institutional connectivity and business development initiatives.

- Ensure adherence to compliance, regulatory, and internal governance standards.

Qualifications:

- Minimum 15+ years of experience in Wealth Management, Financial Services, or Sales Leadership roles.

- Minimum 5 years of prior experience in Institutional Sales is mandatory.

Required Skills:

- Strong leadership and team management capabilities with a proven track record of driving business growth.

- Deep understanding of financial markets and investment products including Mutual Funds, PMS, AIFs, and Fixed Income products.

- Strong industry network and relationship management skills.

- Excellent communication, stakeholder management, and business development abilities.

Preferred Skills:

- MBA / PGDM in Finance, Marketing, or related field preferred.

- Relevant certifications such as NISM, CFA, or CFP will be an added advantage.