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Regional/Cluster Head – Sales

1 month ago

Mumbai, Maharashtra, India The Wealth Company Full time

Locations

Regional Heads

  • Mumbai
  • Delhi (NCR)
  • Bangalore (Karnataka)
  • Kolkata (West Bengal)
  • Chennai (TM & Kerala)
  • Pune (Rest of Maharashtra)
  • Ahmedabad (Gujarat)
  • Hyderabad (AP & Telangana)
  • Chandigarh (Punjab, Haryana, HP & J&K)
  • Lucknow (Uttar Pradesh)
  • Madhya Pradesh (Chattisgarh) – Bhopal
  • Bihar
  • Guhawati – North East
  • Odissa & Jharkhand
  • Rajasthan (Jaipur)

Cluster Heads – All Open

  • Baroda
  • Coimbatore
  • Ranchi
  • Surat
  • Patna
  • Jamshedpur
  • Nagpur
  • Bhubaneshwar
  • Jamnagar
  • Kanpur
  • Ludhiana
  • Dehradun
  • Nasik
  • Udaipur
  • Varanasi
  • Indore
  • Rajkot
  • Agra

Role Overview

As a Regional/Cluster Head – Sales, you will be a key driver of our regional growth strategy, responsible for establishing and expanding our mutual fund distribution network in your assigned geography. This is a Greenfield leadership role, ideal for entrepreneurial professionals who can independently build market presence, forge strong relationships with third-party distributors, and execute sales plans in collaboration with the central team. You will be the face of the company in your region, laying the foundation for future team expansion as our product suite grows.

Job Title: Regional/Cluster Head – Sales

Department : Mutual Fund Sales Company: The Wealth Company Asset Management Holdings Private Limited Reporting To : Head - Sales Experience required: For Regional Head 5–10 years (Minimum 5 years in Mutual Fund Sales is mandatory)

For Cluster Head 4-5 years Minimum 5 years in Mutual Fund Sales is mandatory)

Key Responsibilities

1. Market Development & Sales Execution

 Identify, onboard, and manage relationships with mutual fund distributors, including National Distributors, RIAs, Banks, Brokers and potential institutional investors.

 Execute region-specific sales strategies to achieve business targets, leveraging a consultative and relationship-driven approach.

 Represent the company at industry events, seminars, and distributor forums to enhance brand visibility and market reach.

2. Strategic Stakeholder Engagement

 Build and nurture long-term partnerships with key stakeholders of financial distribution houses.

 Act as a trusted advisor to distribution partners, providing market insights and product knowledge to drive engagement and sales.

3. Sales Planning, Analytics & Reporting

 Develop and implement actionable sales plans aligned with company objectives and market opportunities.

 Monitor sales performance, analyze market trends, and provide regular feedback to the central team for strategy refinement.

 Utilize data-driven insights to identify growth opportunities and areas for improvement.

4. Channel & Partner Development

 Expand and deepen the distribution network by identifying and activating new partners in the assigned geography.

 Motivate, train, and support MFDs and distributors to maximize their business potential with our products.

5. Client Relationship Management & Cross-Selling

 Ensure high levels of client satisfaction through proactive relationship management and prompt resolution of issues with the help of R&T team present in the geography.

 Identify and capitalize on cross-selling opportunities for other investment products as the product suite expands.

6. Collaboration & Product Launch Readiness

 Work closely with the central product, marketing, and analytics teams to ensure successful product launches and go-to-market initiatives.

 Provide market intelligence and feedback to support product development and positioning.

Preferred Candidate Profile

 Minimum 5 years' experience in mutual fund sales, with a proven track record in business development and relationship management.

 Prior experience with Asset Management Companies (AMCs) is essential.

 Strong network across mutual fund distributors, National Distributors, RIAs, banks, and brokers in the assigned region.

 Demonstrated ability to work independently, build new markets, and deliver results in a start-up or greenfield environment.

 Excellent communication, negotiation, and stakeholder management skills.

 Analytical mindset with the ability to leverage appropriate technology and data for decision-making and strategy optimization.

 Entrepreneurial attitude, high integrity, and a passion for building businesses from the ground up.

Why Join Us?

 Opportunity to be a founding member of a new-age AMC and shape its growth trajectory in your region.

 High visibility role with direct impact on business outcomes and future leadership opportunities.

 Competitive compensation and performance-linked incentives.

Note: This role is initially individual contributor in nature, with the potential to build and lead a team as the business scales.