Job Description

Reporting to: Dy. Zonal Head Karnataka & TN Department: Sales About the role: The Regional Business Head will drive business growth, deepen client relationships, and expand market presence across key institutional segments in the region. The role demands expertise in investment solutions, distributor engagement, and regulatory compliance, with a strong focus on revenue generation and strategic business expansion. 1. Client and Distributor Relationship Management: Serve as the senior point of contact for corporate clients, private banking/wealth desks, RIAs, and distributors. Collaborate with Relationship Managers and internal teams to strengthen client engagement and maximize business opportunities. Deliver market insights, economic outlooks, house views, and product presentations to key clients and distribution networks. 2. Business Development:& responsibilities: Drive growth by identifying and converting new opportunities across Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), and GIFT City offerings. Enhance market share and wallet share across distribution counters. Strengthen relationships with existing clients and distributors while reactivating dormant accounts. Track approved schemes within the private banking and wealth segment to drive focused sales discussions. Identify emerging institutional trends, including opportunities in PE/VC, IPOs, QIPs, and promoter stake sales. Monitor industry movements and leverage networking opportunities at industry events and conferences. 3. Sales Process, Compliance, and Risk Management: Ensure all activities comply with regulatory frameworks, internal policies, and ethical standards. Maintain sales hygiene, track sales MIS, and manage HERO CRM updates. Monitor industry best practices and keep senior management informed of evolving trends. Oversee transaction processing, ensuring accuracy and adherence to risk management protocols. 4. Investment Collaboration & Advisory: Work closely with investment and product teams to implement strategic investment solutions. Regularly review client portfolios to align with evolving market conditions and client objectives. Provide thought leadership to senior management on asset allocation, investment trends, and competitive opportunities. Key Skills & Competencies: Strong experience in institutional sales, wealth management, or investment advisory. Deep understanding of financial markets, investment products, and regulatory compliance. Proven track record of business growth and client relationship management. Excellent communication and presentation skills. Ability to identify emerging trends and capitalize on market opportunities. - Strong leadership and team management capabilities. Academics: MBA/PGDBA in Finance or Marketing or equivalent qualification in finance or related fields. 20+years of experience with 12 years of experience in asset management, wealth management, or related financial services.