Regional Head- Retail Sales

Key Responsibilities: ● Business Development & Sales Management o Achieve AUM and SIP targets in the retail segment through effective sales strategies. o Drive business growth by acquiring new distributors, IFAs (Independent Financial Advisors), and deepening relationships with existing partners. o Identify new business opportunities and product demand across the region. ● Channel Management o Strategically manage various distribution channels including IFAs, national distributors, banks, and online platforms. o Build long-term engagement with top-performing partners through regular interactions, training, and support. ● Team Leadership o Lead a team of Area Managers/Sales Officers across different territories. o Monitor team performance and implement training plans for continuous capability development. o Set performance goals, mentor junior team members, and foster a high-performance culture. ● Market Intelligence & Strategy o Analyze regional market trends, competitor activities, and investor behavior to refine sales approaches. o Provide feedback to product and marketing teams for tailored investment solutions and campaigns. ● Operational & Compliance Responsibilities o Ensure adherence to regulatory guidelines issued by SEBI, AMFI, and internal policies. o Maintain documentation and MIS reports related to sales performance, partner engagement, and business metrics. Key Skills & Competencies: ● Proven experience in mutual fund/financial services sales. ● Strong relationship management and negotiation skills. ● Leadership and people management. ● Sound understanding of capital markets and financial instruments. ● Strategic thinking and analytical mindset. ● Excellent communication and interpersonal skills. Preferred Qualifications: ● Graduate/Post-Graduate in Finance, Business Administration, or related field. ● AMFI certification is mandatory.