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Finhaat is a financial services distribution platform serving India's emerging middle class (Emerging Indians) with curated access to financial solutions aligned with their goals. The company operates as a marketplace connecting customers to solution providers across multiple asset classes.
As Zonal Head - Wealth for Finhaat Wealth India Private Limited, you will lead the West zone from the Mumbai office, responsible for building and optimizing the partner ecosystem and driving revenue generation across multiple asset classes.
Key Responsibilities:
Business Development: Identify and recruit existing and new ARN Holders (Mutual Fund Distributors/Independent Financial Advisors) as Finhaat Partners. Explore new market segments for partner empanelment. Develop strategic partnerships and alliances to expand market presence. Monitor industry trends, competitors, and market conditions across product segments.
Revenue Generation: Develop and execute sales strategies to maximize revenue from the partner network. Monitor sales performance against targets and allocate sales goals across teams. Analyze data to forecast sales and identify growth opportunities. Oversee sales funnel management to maintain a healthy pipeline of leads and conversions.
Team Management: Recruit, coach, and mentor sales relationship managers and acquisition relationship managers. Set clear performance expectations and conduct regular reviews. Create a motivating, collaborative environment. Implement training programs to upskill the team in sales, product knowledge, industry dynamics, and relationship management. Build strong people management capabilities across the team.
Compliance & Reporting: Ensure all transactions comply with legal and regulatory requirements. Maintain adherence to company policies, processes, and ethical standards. Prepare and present regular reports on sales performance, forecasts, and market trends to senior management. Use CRM data and analytics to drive strategic decision-making. Monitor KPIs and implement corrective actions as needed.
Requirements:
- MBA in Finance
- 8–12 years of experience in IFA channel-led Mutual Fund distribution
- Exposure to multiple asset classes: Mutual Funds, Equity, Fixed Income, Gold, PMS, and other third-party products
- Proven experience managing large teams
