Regional Sales Head

The Regional Head - Retail Sales will be responsible for leading and managing the retail sales function across a designated region. This role focuses on driving the achievement of monthly, quarterly, and annual sales and Assets Under Management (AUM) targets. The incumbent will develop and implement regional sales strategies that align with the company’s overall retail business objectives. A key part of the role involves coaching and managing Area Managers and Wealth Managers to enhance productivity and sales performance, while ensuring a disciplined, client-focused sales culture. The position requires close collaboration with senior management and HR to support hiring, onboarding, performance management, retention, and succession planning. Additionally, the Regional Head will ensure compliance with regulatory requirements, internal policies, and sales processes, while maintaining accurate sales forecasting and reporting.

Key Responsibilities

- Lead the retail sales operations across the assigned region, ensuring the achievement of sales and AUM targets on a monthly, quarterly, and annual basis.
- Develop and execute effective regional sales strategies that support the broader retail business goals.
- Manage, mentor, and motivate Area Managers and Wealth Managers to improve sales productivity and overall team performance.
- Monitor key performance indicators (KPIs) at both individual and team levels, including sales figures, AUM mobilization, client acquisition and retention rates, activity levels, and conversion ratios.
- Conduct regular field visits, client meetings, team reviews, and performance discussions to maintain engagement and drive results.
- Provide timely and accurate sales forecasting and reporting to senior leadership.
- Collaborate with HR and management teams on recruitment, onboarding, performance evaluations, retention strategies, and succession planning for the regional sales team.
- Ensure strict adherence to all applicable regulatory requirements, internal policies, sales processes, and compliance standards.
- Foster a high-performance, disciplined, and client-centric sales culture throughout the region.

Required Qualifications

- Bachelor’s degree is mandatory; an MBA or relevant professional qualification is preferred.
- 8 to 10 years of relevant sales experience, ideally within asset management, mutual funds, investment advisory, banking, wealth management, or financial services sectors.
- Proven experience in managing and leading a sizable sales team.
- Strong knowledge of retail investment products, mutual funds, wealth management, and client acquisition strategies.
- Demonstrated success in meeting or exceeding sales and AUM targets.
- Excellent leadership, communication, negotiation, and relationship management skills.
- Strong analytical abilities and business development expertise.
- Ability to thrive in a target-driven, performance-oriented environment.
- Valid ICM/IFMP certification or willingness to obtain the required certification within the stipulated timeframe, as applicable.

Preferred Qualifications and Benefits

- A well-established network among affluent, High Net Worth Individuals (HNI), retail, and institutional clients will be considered an advantage.

This role offers the opportunity to lead a dynamic sales team in a competitive financial services environment, contributing directly to the company’s growth and market presence. The ideal candidate will bring a blend of strategic leadership, operational excellence, and strong client relationship management skills.