Zonal Sales Head - Institutional Sales

Key Accountabilities

• Oversee and monitor sales and daily operations for Institutional sales, conduct monthly reviews to evaluate performance of sales teams, track and report all sales activities.
• Use experience and expertise to achieve business targets set by the business.
• Advise and guide team on managing sales to institutional clients, tracking, and following up on new business leads.
• Advise and guide team on onboarding institutional clients including direct dealing with large investors and getting business from distributors.
• Implement Sales strategy for the sales team, develop sales forecast, budget and manpower plans and drive high performance in team with focus on identifying target clients with focus on margins.
• Guide sales team in meeting revenue targets by monitoring sales metrics, analyzing sales data and implementing strategies to improve sales performance.
• Lead, develop and build the sales team ensuring that sales targets are met, identify & mentor key talent and build succession plan.
• Work in collaboration with internal teams to build and modify sales strategy, whenever required.
• Monitor and stay up to date on industry trends and competitive activities, including analyzing customer behavior and preferences and identifying new market opportunities.
• Enhance the channel by maintaining existing relationships and onboarding new clients, communicate effectively and demonstrate a deep understanding of customer needs and knowledge of mutual fund market and products.
• Ensure and adhere to compliance and regulatory guidelines.

Knowledge & Qualifications Required

Academic Qualifications: MBA/Post Graduation/NSIM certification
Minimum Work Experience: 15+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products

Department: Sales
Job Title: Zonal Head - Institutional Sales
Reporting to: Institutional Head
Internal Grade: C2