Regional Head Investment Solutions(L5DH)

This role involves leading and managing a direct sales team focused on mutual funds, insurance, and fixed deposits within a designated region. The primary objective is to drive business growth by generating mutual fund and insurance sales through a team of Relationship Managers. The position also requires increasing the overall Assets Under Management (AUM) for mutual funds. Additionally, the role includes planning and executing training programs on investment planning and product knowledge through onsite workshops and conferences, delivered by the area team. Regular portfolio reviews and counseling sessions must be conducted for high-net-worth and select clients to ensure optimal client engagement and satisfaction.

Key Responsibilities

- Manage and oversee the direct sales team responsible for mutual funds, insurance, and fixed deposits within the assigned territory.
- Drive business growth by generating mutual fund and insurance sales through the Relationship Managers.
- Increase the overall mutual fund Assets Under Management (AUM).
- Plan and implement training modules focused on investment planning and product knowledge, utilizing onsite workshops and conference training facilitated by the area team.
- Ensure periodic portfolio reviews and counseling sessions are conducted for high-end and select clients to maintain strong client relationships and optimize investment outcomes.

Required Qualifications

- MBA or Graduate degree with a minimum of 7 years of relevant sales and marketing experience post-qualification.
- Proven experience in team management and leadership is essential.
- Strong market knowledge related to mutual funds, fixed deposits, and other financial products.

Preferred Qualifications and Skills

- Experience in acquiring new customers through corporate channels and below-the-line (BTL) marketing activities within the assigned geography.
- Excellent analytical skills to assess market trends and client portfolios effectively.
- Strong communication skills to convey complex financial concepts clearly and persuasively.
- Sound decision-making abilities to guide the sales team and address client needs efficiently.
- A positive attitude and the ability to motivate and lead a team towards achieving business goals.
- Convincing skills to influence clients and team members positively.

This position offers the opportunity to work in a dynamic environment where leadership and strategic sales skills are highly valued. The ideal candidate will be a proactive leader with a strong sales background and the ability to foster growth in a competitive financial services market.