About the role

Job Description - Regional Business Head

Job Context – Group Funds Business

The Group Funds business is an Institutional B2B business The team caters to institutional clients with considerable employee HC and invests their pooled employee-benefit liability such as gratuity, superannuation and leave encashment corpuses through our Unit Linked Insurance Plan (ULIP) and Traditional fund investment Options. Corporate Clients sourced include IT Sector, BFSI, MNCs and PSU organisations.

Acquiring mandates in a competitive institutional market
Influencing CFOs, Trustees, HR Heads and Consultants with different priorities
Balancing business growth, retention and fund performance expectations
Creating differentiated investment-led solutions within regulatory and trust frameworks

Job Purpose

Drive acquisition, retention and growth of institutional Group Funds business within the assigned region by building relationships with corporates and key decision makers, delivering investment-led solutions for employee benefit liabilities of corporates and achieving targeted business growth, assets under management and cross-sell objectives.

Key Result Areas

Key Result Areas	Supporting Actions
Identifying and developing institutional business opportunities to expand the Group Funds portfolio and achieve regional business targets.	Conduct market mapping to identify corporates with significant employee benefit liabilities and retirement fund potential. Build and maintain a robust pipeline through networking, engagement and industry intelligence. Identify key stakeholders such as CFOs, CHROs, Trustees and Finance Heads to create entry and engagement strategies. Present tailored Group Fund solutions, fund performance insights and value propositions to prospective clients. Manage the end-to-end sales cycle including prospecting, proposal development, negotiations and mandate closure. Engage decision makers to influence investment and fund management decisions. Conduct regular portfolio reviews and business meetings with clients and trustees.
Acquiring new corporate mandates	Engage decision makers to influence investment and fund management decisions. Conduct regular portfolio reviews and business meetings with clients and trustees.
Strengthening existing relationships to maximize retention and account wallet share enhancement.	Identify opportunities for additional fund allocations, new schemes and penetration. Partner with clients to address changing funding, investment and employee benefit requirements.
Drive cross-sell opportunities across Group Business products	Identify opportunities for Group Term, Credit Life, NPS and other Group Business solutions within existing relationships. Collaborate with product and sales teams to develop integrated client solutions. Generate referrals and facilitate joint client engagements to improve cross-business penetration. Partner with the Investment Team to provide market insights, fund performance updates and investment recommendations.
Provide investment-led decisions	Participate in trustee meetings, investment reviews and client advisory to support customer presentations. Guide clients on retirement fund management, regulatory considerations and asset allocation approaches. Coordinate with Operations, Service and Compliance teams to ensure seamless onboarding and servicing.
Ensure superior customer servicing and governance standards	Resolve client queries and service issues within agreed timelines to enhance client experience. Ensure adherence to regulatory, trust governance and internal risk management requirements. Monitor market developments, interest rate trends, economic indicators and geopolitical events impacting fund performance.
Build market intelligence and competitive positioning	Benchmark fund solutions against competitors and identify differentiating propositions. Share market intelligence and client feedback with leadership to support strategy and product development.