About the role
- Own zonal business targets across AUM, gross sales, net sales, SIP, AUM transfers, insurance, PMS/AIF and emerging wealth products.
- Develop and execute annual, quarterly and monthly business plans across regions, cities and partner segments.
- Drive partner productivity, revenue growth and overall business performance across the zone.
- Build, acquire, activate and retain a high-quality network of Mutual Fund Distributors (MFDs).
- Develop strategic relationships with key partners and drive deeper wallet share.
- Improve partner activation, transaction frequency, SIP penetration and AUM growth.
- Identify high-potential partners and create structured growth plans.
- Lead and develop Channel Heads, Regional Managers and Relationship Managers across the assigned geography.
- Build a high-performance culture focused on ownership, market presence and execution.
- Coach teams on partner management, AUM mobilisation, SIP, insurance and wealth-product penetration.
- Build a strong second line of leadership.
- Identify and develop new markets across Tier I, Tier II and emerging wealth markets.
- Build strong IFA/MFD clusters and strengthen AssetPlus's presence across the region.
- Track competitor activity, market trends and partner expectations to identify growth opportunities.
- Drive adoption of AssetPlus's digital platform, CRM, portfolio tools, research capabilities and transaction journeys.
- Increase partner engagement and self-service through technology.
- Drive penetration across Mutual Funds, SIP, AUM Transfers, Insurance, PMS, AIF and future wealth products.
- Establish strong daily, weekly and monthly business review mechanisms.
- Track productivity, partner activation, sales performance, forecasts and business gaps.
- Use data and market intelligence to identify opportunities, address performance gaps and drive corrective action.
- 12–18 years of experience in Mutual Funds, Wealth Management, Financial Distribution, AMC, Banking, Insurance Distribution or Wealth-Tech.
- Strong experience in B2B / partner-led distribution, preferably managing MFD/IFA ecosystems.
- Proven track record of managing large, multi-city sales/distribution teams.
- Strong understanding of AUM growth, SIP, net sales, AUM transfers, partner productivity and wealth-product distribution.
- Exposure to Insurance, PMS/AIF would be highly valuable.
- Strong market expansion and relationship-management capabilities.
- Comfortable working with data, dashboards, CRM and business forecasting.
- Strong people leadership, commercial maturity and execution orientation.
- High willingness to travel extensively across the assigned geography.