VP & Zonal Head - Retail Sales

<p style="line-height:1;"><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span></p><h2 style="margin:6pt 0in;line-height:1;"><b style="font-size:14px;"><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Designation:</span></b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;" xml:lang="en-us"> Zonal Head</span></h2> <p class="Default" style="margin-bottom:5.65pt;"><b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Role type:</span></b><b></b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;" xml:lang="en-us">Individual Contributor / People Manager </span></p><p></p> <p class="Default" style="margin-bottom:5.65pt;"><b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Department:</span></b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;" xml:lang="en-us"> Retail Sales</span></p><p></p> <p class="Default" style="margin-bottom:5.65pt;"><b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Reporting to: </span></b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;" xml:lang="en-us">Regional Head - Retail Sales</span></p><p></p> <p class="Default"><b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Location:</span></b><b></b><span lang="en-us" style="font-size:11pt;font-family:Arial, sans-serif;" xml:lang="en-us">Pune</span></p><p></p> <p class="MsoNormal"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> </span></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">Your Role </span></b><span lang="en-us" style="font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">(summary)<b>:</b></span><b></b></p><p><b></b></p><b></b> <p class="MsoNormal"><span lang="en-us" xml:lang="en-us">The Zonal Head will be responsible for leading and driving the sales and distribution strategy for the assigned state/region in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, ensuring compliance with regulatory requirements, and achieving targeted sales growth.</span></p><p></p> <p class="MsoNormal"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> </span></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us">You will be responsible for: </span></b><b></b></p><p><b></b></p><b></b> <ol><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Sale </span><span style="text-indent:-18pt;">Strategy and Execution:</span></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Develop and implement the state-level sales strategy in alignment with the national and zonal objectives.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Set and achieve sales targets for mutual fund products across various distribution channels including IFAs (Independent Financial Advisors), Banks, NDIs (Non-Depository Institutions), and direct sales.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Analyse market trends, customer needs, and competitive activity to identify new business opportunities.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Monitor and report on sales performance, providing regular updates to senior management.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Lead, mentor, and manage a team of sales professionals, ensuring they have the necessary skills and resources to meet their targets.</span></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Set clear objectives and performance metrics for the team, conducting regular performance reviews.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Build and maintain strong relationships with key clients, distributors, and stakeholders in the region.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Act as the primary point of contact for high-value clients and key accounts.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Ensure all sales activities are compliant with regulatory guidelines and internal policies.   </span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Drive the expansion of the company’s market share within the state by exploring new markets, products, and channels.    </span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Present findings and strategic recommendations to the senior leadership team.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Leadership: Proven track record in leading and managing large sales teams, with demonstrated success in achieving sales targets.</span><p></p></li><li style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements.</span><p></p></li></ol> <p class="MsoNormal"><span lang="en-us" style="font-family:Arial, sans-serif;" xml:lang="en-us"> </span></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:Arial, sans-serif;color:#1F3864;" xml:lang="en-us"> Knowledge, Skills, Competencies, and Certifications:</span></b><b></b></p><p><b></b></p><b></b> <p class="MsoListParagraph" style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Strong analytical and strategic thinking capabilities.</span></p><p></p> <p class="MsoListParagraph" style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Excellent communication, negotiation, and relationship-building skills.</span></p><p></p> <p class="MsoListParagraph" style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Ability to work in a fast-paced, dynamic environment.</span></p><p></p> <p class="MsoListParagraph" style="margin-bottom:0cm;text-indent:-18pt;line-height:normal;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Proficiency in MS Office, CRM systems, and sales analytics tools.</span></p><p></p><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span>