Regional Head

Job Responsibilities

Sales :

Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

Client Servicing / Meetings with RMs

Increment increase in AUM and NET Sales

To Manage customers attrition

To generate processes and MIS for effective sales monitoring and reporting.

Handling channel and client queries.

Empanel National Distributors and IFAs to distribute PMS and AIF products.

Strategy planning:

Plan overall strategy of the Zone in alignment with overall organization's objectives.

Achieve set targets through designed strategy.

Keep monitoring & review strategy on ongoing basis

Internal Coordination

Liaising with senior management to arrive at clear objectives for the Zone.

Resource planning

Liaising with investment teams to enable client interaction & information.

Liaising with operations and ensure smooth functioning between department & operations.

Ensure proper compliance with respect to all channel partners distributors / clients etc.

Compliance:

Ensure all activities is as per proper compliance internally and as per regulatory requirements.

Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Key Skills

Interpersonal / Communication Skills

Networking and Market Intelligence

Strong Client Relationship Skills

Result Orientation

Collaborative Approach

Qualification

MBA - Marketing / Finance
Experience

10+ years experience in handling channel management includes Consumer Banking Channel, Private Bankers, IFA’s and Wealth Setups.

Functional Competencies: - Macro Market & Economy Understanding - Expert Level Understanding on Financial Products / Asset Classes - Portfolio Management - Selling Skills / Customer Acquisition