Zonal Head- Managing distributor relationships across IFA, ND, and BANK for Retail Channel Sales
Job Description:
The Zonal Head will be responsible for leading and driving the sales and distribution strategy for the assigned state/region in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, ensuring compliance with regulatory requirements, and achieving targeted sales growth.
Key Responsibilities:
Sales Strategy and Execution:
Develop and implement the state-level sales strategy in alignment with the national and zonal objectives.
Set and achieve sales targets for mutual fund products across various distribution channels including IFAs (Independent Financial Advisors), Banks, NDIs (Non-Depository Institutions), and direct sales.
Analyse market trends, customer needs, and competitive activity to identify new business opportunities.
Monitor and report on sales performance, providing regular updates to senior management.
Lead, mentor, and manage a team of sales professionals, ensuring they have the necessary skills and resources to meet their targets.
Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance.
Set clear objectives and performance metrics for the team, conducting regular performance reviews.
Build and maintain strong relationships with key clients, distributors, and stakeholders in the region.
Act as the primary point of contact for high-value clients and key accounts.
Ensure all sales activities are compliant with regulatory guidelines and internal policies.
Drive the expansion of the company’s market share within the state by exploring new markets, products, and channels.
Present findings and strategic recommendations to the senior leadership team.
Leadership: Proven track record in leading and managing large sales teams, with demonstrated success in achieving sales targets.
Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements.
Skills:
Strong analytical and strategic thinking capabilities.
Excellent communication, negotiation, and relationship-building skills.
Ability to work in a fast-paced, dynamic environment.
Proficiency in MS Office, CRM systems, and sales analytics tools.
Key Competencies:
Leadership: Ability to inspire and lead a diverse team to achieve common goals.
Customer Focus: Strong commitment to understanding and fulfilling client needs.
Results Orientation: Focused on achieving sales targets and driving business growth.
Adaptability: Capable of navigating through changing market conditions and business environments.
Ethics and Integrity: High standards of ethical conduct and a strong understanding of regulatory compliance.
Key Skills :
Company Profile
It is an leading Global investment --- firm dedicated to delivering an investment experience that helps people get more out of life.
Global Presence
- Portfolio managers, analysts and researchers across North America, Asia-Pacific and Europe
- On-the-ground presence in more than 20 countries, serving clients in more than 120 countries
- More than more than 8,500 employees worldwide
Organizational Strength
- One of the world’s leading independent global investment --- firm
- USD 1.7 trillion in ---s under --- around the globe
- Dedicated investment professionals
- Publicly traded on NYSE, S&P 500 constituent
- Solid financials, investment grade debt rating, strong balance sheet
- Objective investment perspective and industry voice
Apply Now
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