Wealth Team Leader | Banca Sales (Mutual Fund)

Achieve

AUM, SIP, and revenue targets

through partner banks in the assigned region.

Drive

mutual fund product sales

across all categories (Equity, Hybrid, Debt, Liquid, etc.) through bank branches.

Develop and implement

sales strategies

aligned with AMC goals and bank partner objectives.

Identify and develop

new business opportunities

within existing bank relationships.

Lead, coach, and motivate a team of Relationship Managers handling multiple bank branches.

Monitor team performance and ensure

achievement of individual and team business targets.

Conduct regular

reviews, joint calls, and branch visits

with RMs to drive productivity.

Facilitate product training and knowledge enhancement for the team.

Maintain and strengthen relationships with

senior bank officials

(Cluster Heads, Regional Heads, and Branch Managers).

Work closely with bank leadership to plan

joint marketing activities , campaigns, and customer engagement programs.

Ensure consistent product visibility and mindshare within the bank network.

Conduct

training sessions

for bank staff on mutual fund products, market outlook, and investment advisory.

Promote awareness of AMC products through

investment awareness programs (IAPs)

and customer meets.

Support bank teams with

sales tools, digital platforms, and product collaterals.

Ensure adherence to

SEBI / AMFI / internal compliance

guidelines in all business activities.

Prepare and analyze

MIS reports, productivity metrics, and sales dashboards

for management.

Ensure all operational processes (account opening, documentation, KYC, etc.) are completed accurately.