VP & Zonal Head - Retail Sales

Designation: Zonal Head 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.