Zonal / Regional Head – B2B

We are seeking an experienced and strategic

Zonal/Regional Head

to lead our B2B Wealth Management operations in the assigned region. This role is pivotal in driving business growth, leading a team of Wealth Managers, and establishing deep relationships with corporate partners, HNIs, and distribution channels.

Key Responsibilities

• Team Leadership & Management:
• Lead, mentor, and manage a team of Wealth Managers in the assigned region.
• Drive performance through regular reviews, training, and motivational leadership.
• Ensure team alignment with business goals, client engagement, and service excellence.
• Business Development:
• Develop and execute regional B2B strategies to acquire and grow institutional and corporate relationships.
• Identify and onboard strategic partners, IFAs, and corporate channels.
• Drive penetration of investment and wealth solutions across the partner/client base.
• P&L Ownership:
• Own the region's business targets including revenue, AUM growth, and client acquisition.
• Optimize cost-effectiveness and resource utilization within the team.
• Client Relationship Management:
• Build and nurture long-term relationships with key clients and partners.
• Ensure exceptional service delivery, compliance, and retention.
• Market Intelligence & Strategy:
• Monitor regional market trends, competitor activities, and regulatory updates.
• Share insights and contribute to product development and strategic decisions.
  

Specific Criteria Required For The Applicants

• Education: Graduate/Postgraduate in Finance, Business Management or related field. Certifications like NISM/CFP/CFA will be a plus.
• Experience: 8–10 years in B2B Wealth Management, BFSI, or Financial Advisory, with at least 3 years in a leadership role.
• Proven ability to manage sales teams, deliver results, and build B2B partnerships.
• Strong understanding of financial products: Mutual Funds, PMS, Bonds, Insurance, etc.
• Excellent communication, leadership, and analytical skills.
• Familiarity with CRM and digital tools for sales and client management.
  

What You Can Expect In Return

• ESOPs basis performance
• Health insurance
• Statutory benefits like PF & Gratuity
• Flexible Working structure
• Professional development opportunities
• Collaborative and inclusive work culture
  

About The Company

EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our unique technology is inspired by years of asset management experience as well as personal experience in funding higher education. EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, InCred, Upstoxx, LeverageEdu, HDFC, and many others. We have raised a seed round from notable investors such as Anchorage Capital Partners, ViewTrade, AngelList and other angels. We are headquartered in Ahmedabad, with teams in Mumbai and Pune.Website - https://www.edufund.in/Skills: p&l ownership,financial products knowledge,business development,communication skills,market intelligence,wealth management,analytical skills,leadership,mutual funds,nism,b2b,crm and digital tools,investment,team leadership,b2b wealth management,client relationship management,p&l management