Regional Sales Head, Wealth Management

The Regional Sales Head, Wealth Management is responsible for leading and managing the Business Development team of the region to drive sales growth through strategic partnerships with Bank distributors. This role focuses on developing and executing regional sales strategies to increase mutual fund distribution, raise Assets Under Management (AUM), and strengthen relationships with key bank partners. The role requires strong leadership, financial product knowledge, and business development expertise to deliver sustainable growth.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:

Strategic Sales Leadership:

• Develop and implement regional sales strategies aligned with the Company’s long-term objectives.

• Set clear sales targets and KPIs for each team member to drive AUM growth through Company’s products.

• Identify market opportunities and gaps to craft localized sales initiatives.

• Participate in annual business planning and forecasting in collaboration with senior management.

 Team Management:

• Lead, mentor, and inspire high-performing Financial Advisory Managers across the distribution partners.

• Allocate and optimize resources across regions to ensure maximum coverage and performance.

• Recruit, train, manage and ensure productivity of all Financial Advisory Managers.

• Foster a high-performance sales culture through ongoing coaching and professional development.

 Bank Partnership Management:

• Strengthen and expand strategic relationships with key bank partners to enhance product distribution.

• Work closely with bank’s regional senior management and product heads to ensure alignment of mutual objectives.

• Coordinate the rollout of new product launches, campaigns, and incentive programs across bank channels.

• Conduct regular joint business reviews with partners to assess performance and improve collaboration.

Fundraising & Distribution:

• Oversee the sales planning and execution for mutual fund and other products distribution campaigns.

• Ensure product positioning and messaging are clearly communicated through the bank’s frontline.

• Identify and penetrate new customer segments through innovative product packaging or cross-selling initiatives.

• Monitor and optimize sales funnels to improve lead conversion and retention rates.

Training & Enablement:

• Work with internal teams to deliver comprehensive training modules on mutual fund products and advisory strategies.

• Ensure bank partners’ frontliners are well-equipped with updated sales tools, product sheets, and pitch decks.

• Implement certification and competency programs to raise advisory standards.

• Measure the effectiveness of training initiatives and continuously refine learning approaches.

Reporting & Analytics:

• Prepare regular sales dashboards, pipeline reviews, and actionable performance insights for management.

• Analyze market data and sales trends to adjust strategies in a timely manner.

• Conduct competitive benchmarking to maintain product and pricing competitiveness.

• Collaborate with finance and operations to ensure sales data accuracy and timely reconciliation.

Compliance & Governance:

• Ensure adherence to internal policies, regulatory requirements, and distribution agreements across the regions.

• Partner with Legal & Compliance to manage distributor-related risks and conduct periodic audits.

• Promote ethical sales behavior and align frontline incentives with customer-centric outcomes.

• Serve as a key liaison in addressing regulatory updates affecting mutual fund distribution for the region.

QUALIFICATIONS:

• Bachelor’s degree in Finance, Business Administration, Economics, or related field; MBA or CFA is a strong advantage.

• At least 10 years of progressive experience in financial services e.g. Banking, Insurance, Fund Management, Securities Management with knowledge and experience of investment product sales, or bank distribution leadership are advantages.

• Demonstrated success in leading regional sales teams and managing banking distribution networks is a strong advantage.

Skills & Requirements:

• Proven ability to lead high-performing sales teams and deliver revenue growth.

• Good knowledge of financial products, advisory services, and client segmentation strategies, having knowledge of Mutual funds is a strong advantage.

• Strong written and verbal communications skills. Strong public speaking and presentation skills.

• Established people management capabilities; able to recruit, train and develop staff.

• Demonstrable initiative, able and willing to propose and independently drive and manage projects.

• Strong business acumen and strategic thinking capabilities.

• Excellent interpersonal, stakeholder management, and relationship development.

• Ability to work in a dynamic environment and collaborate across departments.

• Fluent in English;

• Willingness to travel regionally as needed

Key Performance Indicators (KPIs):

• AUM growth and mutual fund net sales across regions

• Revenue contribution from bank distribution channels

• Business Development team’s performance vs. targets

• Effectiveness of partner training and enablement initiatives

• Bank partner satisfaction and engagement scores

• Regulatory and compliance audit outcomes