We are looking for a seasoned
Regional Head – Mutual Fund Distribution to lead and scale our B2B MF business in the assigned region.
This role will own
AUM growth, net sales, SIP book expansion, and distributor productivity, while building strong relationships with
IFAs, MFDs, corporate distributors, and institutional partners.
The position carries
end-to-end regional P&L ownership and leadership responsibility for a multi-city distribution team.
Key Responsibilities
- AUM Growth & Sales Strategy
- Own and drive regional Mutual Fund AUM, net sales, and SIP book growth
- Execute AMC-style sales strategies across IFAs / MFDs, Corporate & institutional distributors, Large HNI & promoter-led relationships
- Drive product penetration across different categories
- Ensure strong activation of NFOs, campaigns, and SIP initiatives
- Distributor & Channel Management
- Build, expand, and manage a high-quality IFA/MFD and corporate distributor network
- Conduct regular distributor meets, product sessions, and regional partner events
- Act as the primary escalation point for key partners in the region
- Regional P&L Ownership
- Own regional targets including AUM Growth, SIP Book Expansion
- Ensure efficient cost management and RM productivity
- Track and improve sales conversion ratios and partner performance metrics
- Team Leadership
- Drive performance through structured distributor coverage planning
- Build a strong pipeline of future sales leaders
- Compliance, Governance & Market Intelligence
- Ensure adherence to SEBI, AMFI, and internal compliance guidelines
- Maintain high standards of documentation, suitability, and audit readiness
- Track regional market trends, competitor activity, and distributor behavior
- Provide insights to leadership on product gaps, campaign effectiveness, and market opportunities
Specific Criteria Required For The Applicants
- 8–10 years of experience in Mutual Fund distribution / AMC sales / B2B
- Minimum 3+ years in a leadership role (Cluster / Regional / Area Head)
- Strong exposure to AMC-style distributor-led sales models
- Proven track record of AUM growth, net sales delivery, and team leadership
Product & Regulatory Knowledge
- Deep understanding of Mutual Funds; SIP & long-term portfolio construction
- NISM Series V-A mandatory
- CFP / CFA preferred
What You Can Expect In Return
- Statutory benefits like PF & Gratuity
- Health Insurance
- Flexible Working structure
- Professional development opportunities
- Collaborative and inclusive work culture
Vittam An EduFund Company
Vittam is a newly launched business vertical of EduFund, focused on B2B Mutual Fund distribution and the IFA (Independent Financial Advisor) ecosystem. Already live with 200+ active partners, Vittam is now entering a high-growth phase and is looking for a senior sales leader to own, scale, and build this business ground-up.
Vittam is being built to empower IFAs, RIAs, and wealth partners with a modern, scalable platform to grow their advisory business while delivering best-in-class investment solutions to end customers.
Learn more about the platform: https://vittamfin.com/
About EduFund
EduFund is India's first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their child's education. Founded in 2020, our mission is to remove financial stress from education planning.
We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it India's only endtoend education financial planning platform.
Whether it's saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their child's future.
With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India.
In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.
Website - https://www.edufund.in/
Skills: b2b,nism,wealth management,analytical skills,communication skills,leadership,business development,mutual funds,p&l ownership,client relationship management,team leadership,p&l management,b2b wealth management,investment
Skills Required
B2b, Mutual Funds, Market Intelligence, Sip, Sales Strategy
