Zonal Head - Wealth Management / AMC

About the Role

The role requires strong leadership capabilities, deep understanding of financial products and markets, and the ability to build and manage high-performing teams while strengthening client and institutional relationships.

Responsibilities

• Drive overall sales growth and business expansion across the assigned zone.
• Lead, manage, and mentor the regional sales team to achieve revenue and AUM targets.
• Develop and implement regional sales strategies to strengthen market presence and drive profitability.
• Monitor team performance, productivity, and business development activities across locations.
• Build and maintain strong relationships with clients, partners, and key stakeholders within the financial ecosystem.
• Work closely with internal teams to ensure smooth execution of business objectives and client servicing standards.
• Collaborate with the Investment Banking team by leveraging prior institutional sales experience and industry relationships.
• Facilitate strategic introductions and networking opportunities to support institutional connectivity and business development initiatives.
• Ensure adherence to compliance, regulatory, and internal governance standards.

Qualifications

• Minimum 15+ years of experience in Wealth Management, Financial Services, or Sales Leadership roles.
• Minimum 5 years of prior experience in Institutional Sales is mandatory.

Required Skills

• Strong leadership and team management capabilities with a proven track record of driving business growth.
• Deep understanding of financial markets and investment products including Mutual Funds, PMS, AIFs, and Fixed Income products.
• Strong industry network and relationship management skills.
• Excellent communication, stakeholder management, and business development abilities.

Preferred Skills

• MBA / PGDM in Finance, Marketing, or related field preferred.
• Relevant certifications such as NISM, CFA, or CFP will be an added advantage.