Designation: Zonal Head

Role type:Individual Contributor / People Manager

Department: Retail Sales

Reporting to: Regional Head - Retail Sales

Location:Pune

Your Role (summary):

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.

You will be responsible for:

1. · Sale Strategy and Execution:
2. · Develop and implement the state-level sales strategy in alignment with the national and zonal objectives.
3. · 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.

4. · Analyse market trends, customer needs, and competitive activity to identify new

business opportunities.

5. · Monitor and report on sales performance, providing regular updates to senior management.
6. · Lead, mentor, and manage a team of sales professionals, ensuring they have the

necessary skills and resources to meet their targets.

7.



· Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance.
8. · Set

clear objectives and performance metrics for the team, conducting regular performance reviews.

9. · Build and maintain strong relationships with key clients, distributors, and stakeholders in the region.
10. · Act

as the primary point of contact for high-value clients and key accounts.

11. · Ensure all sales activities are compliant with regulatory guidelines and internal policies.
12. · Drive the expansion of the company’s market share within the state by exploring new

markets, products, and channels.

13. · Present findings and strategic recommendations to the senior leadership team.
14. · Leadership: Proven track record in leading and managing large sales teams, with

demonstrated success in achieving sales targets.

15. · Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements.

Knowledge, Skills, Competencies, and Certifications:

· Strong analytical and strategic thinking capabilities.

· Excellent communication, negotiation, and relationship-building skills.

· Ability to work in a fast-paced, agile environment.

· Proficiency in MS Office, CRM systems, and sales analytics tools.

📌 VP & Zonal Head - Retail Sales (Pune)
🏢 Invesco Mutual Fund
📍 Pune