Designation Regional Business Head / Regional Business Manager / Area Sales Manager
Reports to Zonal Head
Job Context Group Funds Business The Group Funds business is an Institutional B2B business The team caters to institutional clients with considerable employee HC and invests their pooled employee benefit liability such as gratuity, superannuation and leave encashment corpuses through our Unit Linked Insurance Plan (ULIP) and Traditional fund investment Options. Corporate Clients sourced include IT Sector, BFSI, MNCs and PSU organizations
Acquiring mandates in a competitive institutional market • Influencing CFOs, Trustees, HR Heads and Consultants with different priorities • Balancing business growth, retention and fund performance expectations • Creating differentiated investment-led solutions within regulatory and trust frameworks Job Purpose Drive acquisition, retention and growth of institutional Group Funds business within the assigned region by building relationships with corporates and key decision makers, delivering investment-led solutions for employee benefit liabilities of corporates and achieving targeted business growth, assets under management and cross-sell objectives.
Key Result Areas Supporting Actions
Identifying and developing institutional business opportunities to expand the Group Funds portfolio and achieve regional business targets.
- Conduct market mapping to identify corporates with significant employee benefit liabilities and retirement fund potential.
- Build and maintain a robust pipeline through networking, engagement and industry intelligence.
- Identify key stakeholders such as CFOs,
CHROs, Trustees and Finance Heads to create entry and engagement strategies. Acquiring new corporate mandates • Present tailored Group Fund solutions, fund performance insights and value propositions to prospective clients.
- Manage the end-to-end sales cycle including prospecting, proposal development, negotiations and mandate closure.
- Engage decision makers to influence investment and fund management decisions. Strengthening existing relationships to maximize retention and account penetration.
- Conduct regular portfolio reviews and business meetings with clients and trustees.
- Identify opportunities for additional fund allocations, current schemes and wallet share enhancement.
- Partner with clients to address changing funding, investment and employee benefit requirements. Drive cross-sell opportunities across Group Business products • Identify opportunities for Group Term, Credit Life, NPS and other Group Business solutions within existing relationships.
Key Result Areas Supporting
Actions • Collaborate with product and sales teams to develop integrated client solutions.
- Generate referrals and facilitate joint client engagements to improve cross-business penetration. Provide investment-led advisory to support customer decisions • Partner with the Investment Team to provide market insights, fund performance updates and investment recommendations.
- Guide clients on retirement fund management, regulatory considerations and asset allocation approaches.
- Participate in trustee meetings, investment reviews and client presentations. Ensure servicing standards superior customer and governance •
📌 Regional Business Head /Regional Business Manager Group FundsB) (Mumbai)
🏢 Hipotz
📍 Mumbai
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