Regional Head Sales

Role & responsibilities

Job Title: Regional Head Sales

Reporting To: National Sales Head / Business Head

Team: Cluster Heads + large frontline sales team

Role Summary:

As Regional Head – Sales, you will oversee the overall sales strategy, execution, and performance for

your assigned region, leading a network of Cluster Heads and their teams across multiple

geographies. You will be responsible for driving AUM growth, expanding distributor networks,

deepening client relationships, ensuring product penetration, and achieving key business KPIs in

alignment with national goals.

Key Responsibilities:

Regional Sales Leadership

• Lead and manage a team of Cluster Heads and their respective sales teams.

• Translate national sales strategy into actionable regional plans.

• Monitor and drive achievement of AUM, revenue, empanelment, and client acquisition

targets.

Distributor & Channel Management

• Strengthen relationships with key mutual fund intermediaries (distributors, IFAs, RIAs,

national distributors, banks) across the region.

• Drive empanelment of new partners and enhance productivity of existing ones.

• Oversee execution of regional engagement programs, trainings, and partner events.

People Management & Development

• Coach and mentor Cluster Heads to build high-performing sales teams.

• Drive a culture of accountability, customer centricity, and performance excellence.

• Identify capability gaps and work with HR/training teams to upskill the workforce.

Strategic Initiatives & Business Development

• Identify growth opportunities within the region – new customer segments, products, or

markets.

• Collaborate with product, marketing, and digital teams to design and execute regional

initiatives.

• Monitor market trends, competitor activities, and regulatory changes to stay ahead.

Operational Excellence

• Review performance dashboards, sales MIS, and pipeline reports regularly.

• Ensure compliance with all regulatory and internal policies.

• Optimize use of sales tools, CRM, and technology to enhance sales effectiveness.

Key KPIs:

• Regional AUM growth

• Number of new empanelled partners

• Activation and productivity of distributor base

• Product mix and wallet share improvement

• Team performance metrics

Candidate Profile:

• 12–18 years of experience in asset management, wealth management, or BFSI sales

leadership.

• Strong understanding of mutual fund products, markets, and regulatory landscape.

• Proven track record of leading large teams and managing senior stakeholders.

• Excellent strategic thinking, execution, and communication skills.

• Ability to travel extensively within the region.