Area Maanger -Banking Channel

Area Manager - Surat Zone

Job Summary:

The Area Manager for Surat Zone will lead and manage a dynamic team of Relationship Managers focused on mutual fund sales through strategic channel partners, primarily banks. This role requires a strategic mindset and a keen understanding of financial products, as you will drive sales initiatives and foster strong partnerships to enhance market presence and achieve business objectives.

Key Responsibilities:

• Develop and implement effective sales strategies to meet and exceed the mutual fund sales targets within the Surat zone.
• Lead and mentor a team of Relationship Managers (RMs) to maximize performance and ensure high levels of customer satisfaction.
• Establish and nurture relationships with key channel partners, particularly banks, to enhance sales opportunities.
• Conduct regular market analysis to identify trends, risks, and opportunities within the mutual funds landscape.
• Prepare comprehensive reports and presentations for senior management to track performance and propose strategic initiatives.
• Coordinate training and development programs for RMs to ensure product knowledge and sales techniques are updated and effective.
• Monitor compliance with industry regulations and internal policies to uphold the company's integrity and reputation.

Requirements:

• Bachelor's degree in Finance, Business Administration, or a related field; MBA preferred.
• Minimum of 5 years of experience in sales management, preferably in mutual funds or financial services.
• Strong understanding of mutual fund products and regulatory frameworks.
• Proven ability to build and maintain relationships with banks and other financial institutions.
• Excellent leadership and team management skills, with a focus on performance and outcomes.
• Exceptional communication and interpersonal skills, with the ability to influence stakeholders at all levels.
• Proficient in using CRM software and Microsoft Office Suite to track sales performance and generate reports.