About the role
Role type:Individual Contributor / People Manager
Department: Retail Sales
Reporting to: Regional Head - Retail Sales
Location:Pune
Your Role (summary):
The Zonal Head will be responsible for leading and driving the sales and distribution strategy for the assigned state/region in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, ensuring compliance with regulatory requirements, and achieving targeted sales growth.
You will be responsible for:
- ·Sale Strategy and Execution:
- ·Develop and implement the state-level sales strategy in alignment with the national and zonal objectives.
- ·Set and achieve sales targets for mutual fund products across various distribution channels including IFAs (Independent Financial Advisors), Banks, NDIs (Non-Depository Institutions), and direct sales.
- ·Analyse market trends, customer needs, and competitive activity to identify new business opportunities.
- ·Monitor and report on sales performance, providing regular updates to senior management.
- ·Lead, mentor, and manage a team of sales professionals, ensuring they have the necessary skills and resources to meet their targets.
- ·Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance.
- ·Set clear objectives and performance metrics for the team, conducting regular performance reviews.
- ·Build and maintain strong relationships with key clients, distributors, and stakeholders in the region.
- ·Act as the primary point of contact for high-value clients and key accounts.
- ·Ensure all sales activities are compliant with regulatory guidelines and internal policies.
- ·Drive the expansion of the company’s market share within the state by exploring new markets, products, and channels.
- ·Present findings and strategic recommendations to the senior leadership team.
- ·Leadership: Proven track record in leading and managing large sales teams, with demonstrated success in achieving sales targets.
- ·Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements.
Knowledge, Skills, Competencies, and Certifications:
·Strong analytical and strategic thinking capabilities.
·Excellent communication, negotiation, and relationship-building skills.
·Ability to work in a fast-paced, dynamic environment.
·Proficiency in MS Office, CRM systems, and sales analytics tools.