Zonal Head Sales & Business Development

Job Title:

• Drive sales growth for The Policy Exchange in the assigned zone, achieving revenue and acquisition targets.
• Develop and execute zonal strategies for new partner onboarding, investor acquisition, and product penetration.
• Identify and build strong relationships with key distribution partners, financial advisors, and wealth managers.

2. Team Management & Performance

• Lead, mentor, and motivate a team of Regional/Area Managers and Sales Executives.
• Set clear goals, monitor performance, and ensure delivery on productivity metrics.
• Conduct regular training and reviews to strengthen product understanding and sales effectiveness.

3. Partner & Investor Engagement

• Develop & Build strong relationships with partner networks, family offices, and investment intermediaries.
• Represent The Policy Exchange at regional events, roadshows, and client meetings.
• Ensure high-quality investor experience through efficient coordination and service support.

4. Strategic Inputs & Coordination

• Work closely with central teams (Marketing, Operations, and Product) to align regional strategies.
• Provide market insights, competitor analysis, and feedback to shape product positioning.
• Ensure adherence to compliance, process, and brand standards across all operations.

Qualifications & Experience

• Graduate / Postgraduate in Business, Finance, or a related field (MBA preferred).
• 1015 years of experience in financial products ideally in life insurance, mutual funds, or wealth management distribution.
• Proven track record in sales leadership and team management across multiple locations.
• Strong network of distributors, IFAs, and investment advisors in the region.

Skills & Attributes

• Entrepreneurial mindset with a strong result orientation.
• Excellent communication, negotiation, and relationship-building skills.
• Strategic thinker with execution capability.
• Ability to motivate and lead diverse teams.

What We Offer

• Opportunity to be part of a fast-growing, innovative investment platform.
• Attractive performance-linked incentives and growth prospects.
• Collaborative and entrepreneurial work environment.

Kolkata