Regional Sales Head
4 weeks ago
Reporting To: National Sales Head / Business Head
Team: Cluster Heads + large frontline sales team
Role Summary:
As Regional Head – Sales, you will oversee the overall sales strategy, execution, and performance for your assigned region, leading a network of Cluster Heads and their teams across multiple geographies. You will be responsible for driving AUM growth, expanding distributor networks, deepening client relationships, ensuring product penetration, and achieving key business KPIs in alignment with national goals.
Key Responsibilities:
Regional Sales Leadership
Lead and manage a team of Cluster Heads and their respective sales teams.
Translate national sales strategy into actionable regional plans.
Monitor and drive achievement of AUM, revenue, empanelment, and client acquisition targets.
Distributor & Channel Management
Strengthen relationships with key mutual fund intermediaries (distributors, IFAs, RIAs, national distributors, banks) across the region.
Drive empanelment of new partners and enhance productivity of existing ones.
Oversee execution of regional engagement programs, trainings, and partner events.
People Management & Development
Coach and mentor Cluster Heads to build high-performing sales teams.
Drive a culture of accountability, customer centricity, and performance excellence.
Identify capability gaps and work with HR/training teams to upskill the workforce.
Strategic Initiatives & Business Development
Identify growth opportunities within the region – new customer segments, products, or markets.
Collaborate with product, marketing, and digital teams to design and execute regional initiatives.
Monitor market trends, competitor activities, and regulatory changes to stay ahead.
Operational Excellence
Review performance dashboards, sales MIS, and pipeline reports regularly.
Ensure compliance with all regulatory and internal policies.
Optimize use of sales tools, CRM, and technology to enhance sales effectiveness.
Key KPIs:
Regional AUM growth
Number of new empanelled partners
Activation and productivity of distributor base
Product mix and wallet share improvement
Team performance metrics
Candidate Profile:
12–18 years of experience in asset management, wealth management, or BFSI sales leadership.
Strong understanding of mutual fund products, markets, and regulatory landscape.
Proven track record of leading large teams and managing senior stakeholders.
Excellent strategic thinking, execution, and communication skills.
Ability to travel extensively within the region.
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