Regional Head - Retail Sales

Role & responsibilities

• Drive retail MF sales across the region through MFDs, IFAs, NDs, banks, and other retail distribution channels.
• Achieve regional AUM, SIP, net sales, and revenue targets in line with organizational goals.
• Build, manage, and deepen relationships with key distributors and strategic partners.
• Lead, mentor, and develop regional sales teams to ensure productivity and capability building.
• Expand distributor footprint, improve wallet share, and increase product penetration across equity, hybrid, and debt schemes.
• Plan and execute distributor engagement programs, investor awareness initiatives, and marketing campaigns.
• Monitor competitive landscape, market trends, and distributor feedback to drive strategy refinement.
• Ensure adherence to SEBI regulations, AMFI guidelines, and internal compliance processes.
• Collaborate with product, marketing, operations, and compliance teams to ensure smooth business execution.
• Provide regular performance reviews, MIS, and market insights to senior management.

Preferred candidate profile

• 1015+ years of experience in mutual fund sales, with a strong focus on retail distribution.
• Proven experience in managing large regions and leading multi-location sales teams.
• Strong existing relationships with MFDs, IFAs, NDs, and banking partners in the region.
• Deep understanding of MF products, distributor dynamics, and retail investor behavior.
• NISM/AMFI certification mandatory.

Key Performance Indicators (KPIs):

• Regional AUM growth and net sales achievement.
• SIP book growth (new SIPs, ticket size, and retention).
• Distributor activation, productivity, and wallet share improvement.
• Market share growth in the assigned region.
• Achievement of revenue and profitability targets.
• Team productivity, hiring, retention, and capability development.
• Compliance adherence and audit outcomes.