Regional Head - B2B Sales - Private Wealth - North

Company details:

Private Wealth firm

About the Role / Objective:

The incumbent will be comprehensively responsible for driving business expansion and distribution footprint growth through the corporate B2B channel network. This senior role entails managing strategic high-value relationships with key channel partners - primarily Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs) - while simultaneously identifying expansion opportunities across the North region. The core metric of success revolves around scaling AUM accrual and delivering on designated revenue budgets.

Key Responsibilities:

1. Alliance & Channel Partnership Management:

- Formulate, establish, and institutionalize high-yield, long-term strategic tie-ups with IFAs and premier channel partners to maximize regional distribution capability across primary and expansion cities.

- Maintain high-touch engagement with critical decision-makers to scale strategic partnerships and secure deep wallet share.

2. Business Development & AUM Growth:

- Drive aggressive AUM growth and capture targeted revenue metrics by executing dedicated partner engagement initiatives, promotional strategies, and business development plans.

- Map regional market landscapes to proactively identify, engage, and onboard high-performing MFDs.

3. Product Positioning & Partner Enablement:

- Deliver sophisticated product presentations, structured training frameworks, and macroeconomic market updates to channel partners to increase product knowledge, comfort, and advisory efficiency regarding in-house wealth management products.

4. Governance, Compliance & Regulatory Alignment:

- Enforce rigorous adherence to the contemporary regulatory landscapes defined by SEBI and AMFI across all partner communications and transaction protocols.

- Ensure all distribution practices and commercial arrangements perfectly align with internal compliance frameworks.

Qualifications, Experience & Skills:

1. Educational Background:

- Post Graduate Degree with an MBA or an equivalent elite Professional Certification from a recognized institution.

2. Required Accreditations:

- Mandatory active compliance with all relevant NISM certifications governing wealth distribution, portfolio management, and investment advisory.

3. Professional Experience:

- 12 - 15 years of seasoned experience operating successfully within a Financial Services Sales, Corporate B2B Distribution, or Asset Management framework.

4. Target Industry Background:

- Open to versatile top-tier talent from across the entire BFSI segment (including leading Wealth Management firms, Private/Foreign Banks, AMCs, Tier-1 Broking houses, or prominent NBFCs).

5. Capital Market Intelligence:

- Deep, foundational knowledge of diversified financial instruments, structured products, portfolio mechanics, and broader capital market dynamics is strictly mandatory.

6. Core Competencies:

- Demonstrated excellence in stakeholder management, premium presentation and cross-functional business communication capabilities, along with a highly active, well-nurtured professional network.