01Role Overview
Role purpose
This role oversees driving retail business through distribution channel partners. The role involves building strong
distributor relationships, increasing market penetration, and achieving the AMC's sales and AUM targets in the
assigned territory.
Role details
Location Chandigarh
Team size 2
Reporting to North Zonal Head
What you will do day to day
Sales & Business Development
o Expand market presence by identifying and onboarding new distributors and IFAs.
o Promote equity, debt, hybrid, & solution-oriented schemes based on investor needs.
o Develop and execute regional business plans aligned with organizational goals.
o Identify growth opportunities across existing and new distributor relationships.
o Monitor business trends and formulate action plans to drive sustainable growth.
Distributor Relationship Management
o Build and maintain strong relationships with key MFDs, national distributors, wealth partners,
and influential intermediaries.
o Engage with distributors through regular meetings, business reviews, and joint client initiatives.
o Drive activation and productivity enhancement of distributor empanelments.
o Resolve distributor concerns and ensure superior service support.
o Support distributors in terms of Product updates, Query resolution and ensuring follow-up.
o Strengthen the company's visibility and positioning within the distribution ecosystem.
Team Leadership & People Management
o Lead, mentor, and develop a team of 2 Sales Managers.
o Set performance objectives and monitor achievement against agreed targets.
o Conduct regular performance reviews, coaching sessions, and field accompaniment.
o Build a high-performance sales culture focused on accountability and execution excellence.
o Identify training and development needs of team members.
Business Planning & Market Expansion
o Develop territory-wise business strategies for increasing market penetration.
o Identify untapped geographies and distributor segments within the region.o Organize distributor meets, investor awareness programs, and engagement initiatives.
o Collaborate with marketing teams to improve regional brand visibility and lead generation
efforts.
Stakeholder Management
o Work closely with Product, Marketing, Operations, RTA, Compliance, and Customer Service
teams to support business objectives.
o Coordinate with senior management on business planning, forecasts, and growth initiatives.
o Provide insights on territory trends, distributor behaviour, and investor sentiment.
o Support key institutional and strategic distributor relationships within the region.
Compliance & Governance
o Ensure adherence to SEBI, AMFI, and internal compliance requirements.
o Promote ethical selling practices across the distribution network.
o Ensure timely completion of mandatory compliance certifications and regulatory trainings by
the team.
o Monitor sales activities to ensure alignment with organizational policies & regulatory guidelines.
Reporting & MIS
o Analyze sales performance, distributor productivity, and market intelligence.
o Prepare and present periodic business reviews to senior management.
o Track key business metrics and recommend corrective actions where required.
o Maintain accurate sales forecasts and pipeline reports.
Who are we looking for:
Education, Experience & Background
Minimum 15 years of experience with Mutual Fund companies managing MFD/IFA Channel.
Mandatory NISM VA Certification.
Graduate/MBA in Finance, Marketing, or related field preferred.
Strong knowledge of mutual funds, capital markets, and investment products.
Strong team collaboration skills with a focus on driving collective outcomes.
Excellent communication, presentation and problem-solving skills.
Relationship-building and channel management abilities. .
