Cluster Head – Sales

About the job

Job Title : Cluster Head – Sales (Kerala) Industry : Asset Management / Mutual Fund Location : Kochi Job Summary The Cluster Head – Sales will be responsible for driving sales growth, AUM expansion, and distributor engagement across the Kerala region. The role involves managing key distribution channels, and ensuring achievement of assigned business targets. Key Responsibilities • Drive AUM growth, net sales, and market share across the Kerala Market • Manage and expand distributor networks including IFAs / MFD, Banks, and National Distributors • Collaborate with partners to develop joint business plans, sales targets, and marketing strategies, ensuring alignment with the company's objectives • Monitor and analyze market trends, competitor activities, and customer needs to identify new business opportunities and adjust strategies accordingly. • Execute regional sales strategies and product penetration initiatives • Provide training and support to partners, equipping them with the necessary knowledge and tools to effectively promote and sell the company's products and services. • Conduct regular business reviews with partners, evaluating performance, addressing challenges, and identifying areas for improvement and growth. • Track and analyze sales performance, market share, and other relevant metrics, providing regular reports and insights to senior management. • Provide regular MIS, forecasts, and market intelligence Eligibility Criteria • Graduate (MBA / PGDM in Marketing or Finance preferred) • NISM certification mandatory VA & 21 A Key Skills • Strong leadership and relationship management • Excellent relationship-building and networking skills, with the ability to establish and maintain partnerships with key stakeholders. • In-depth knowledge of mutual fund products • Excellent communication and negotiation skills • Results-oriented with a focus on achieving sales targets and driving revenue growth • Strategic mindset with the ability to identify opportunities, develop sales strategies, and drive business growth. • Self-motivated, proactive, and able to work independently as well as in a team environment.

Requirements

• Sales growth
• AUM expansion
• Distributor engagement

Qualifications

• Graduate
• MBA
• PGDM in Marketing or Finance

Preferred Technologies

• Sales growth
• AUM expansion
• Distributor engagement

About the company

Helios Mutual Fund is focused on providing superior asset management and investment solutions to clients. The firm prides itself on its expertise and capabilities in driving growth in assets under management (AUM) while ensuring client satisfaction across various investment products. Helios operates with a commitment to strategic growth and innovation in the mutual fund space.