About the role

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 RM’s • 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 IFA’s 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

Regional Head - South

About the role

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