Regional Manager-Sales

Vitasta Consulting Pvt LtdPune, MH, Maharashtra, IN

6 days ago

Job description

A. Sales & Business Development (Driving Revenue)

Target Achievement : Achieve defined monthly, quarterly, and annual net sales and AUM growth

targets for the Mumbai region.

Channel Management (Dual Focus) :

○ Drive Mutual Fund and PMS sales across the region through the existing Wealth Network

Partners.

○ Recruit, onboard, and generate business from new external IFAs (Independent Financial

Advisors) and Channel Sales Advisors.

Strategy & Execution : Develop, strategize, and implement region-specific sales plans that are aligned

with the company's overall business objectives.

Market Intelligence : Track market trends and competitor activities to identify growth opportunities and

continually enhance sales strategies.

B. Team Leadership & Development

Leadership & Mentorship : Lead, mentor, and motivate a dedicated team of Unit Managers to ensure

performance excellence and capability development.

Performance Review : Conduct regular sales reviews to monitor progress and implement corrective

actions.

C. Stakeholder & Partner Engagement

Relationship Management : Build, manage, and nurture strong, lasting relationships with both internal

stakeholders and external distribution partners / IFAs.

Education & Awareness : Organize and conduct partner meetings, training sessions, and investor

awareness programs to strengthen product knowledge (especially on Factor / Rule-based Investment

philosophy) and sales effectiveness.

D. Compliance & Governance

Ensure strict adherence to all regulatory and compliance standards in every sales and distribution

activity.

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Regional • Pune, MH, Maharashtra, IN

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