Regional Head - South

Emkay Global Financial Services; Chennai District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Emkay Global Financial Services in Chennai seeks an experienced sales leader to drive channel management across consumer banking channels, private bankers, IFAs and wealth setups. Build strategic distribution plans and mentor teams to hit AUM and NET sales targets.

The role requires an MBA in Marketing or Finance, 10+ years in channel management, and strong relationship building with distributors and clients; collaboration with investment teams and operations is essential.

Qualifications

• MBA in Marketing or Finance is required.
• 10+ years in channel management for financial services.
• Experience with distributors, IFAs and wealth setups.
• Strong market and client insights.

Responsibilities

• Generate sales as per targets through external partners, internal sales and direct clients.
• Client servicing and meetings with RM’s.
• Increase in AUM and NET Sales.
• Manage customer attrition.
• Develop processes and MIS for sales monitoring and reporting.
• Handle channel and client queries.
• Empanel National Distributors and IFAs to distribute PMS and AIF products.
• Plan zone strategy aligned with company objectives.
• Achieve targets through designed strategy; monitor and review.

Skills

Interpersonal skills

Networking

Client relationship management

Result oriented

Education

MBA - Marketing / Finance

Job description

Job Description

10 - 12 Years

Full Time

Job Responsibilities

Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.

Client Servicing / Meetings with RM’s

Increment increase in AUM and NET Sales

To Manage customers attrition

To generate processes and MIS for effective sales monitoring and reporting.

Handling channel and client queries.

Empanel National Distributors and IFA’s to distribute PMS and AIF products.

Plan overall strategy of the Zone in alignment with overall organization's objectives.

Achieve set targets through designed strategy.

Keep monitoring & review strategy on ongoing basis

Internal Coordination

Liaising with senior management to arrive at clear objectives for the Zone.

Resource planning

Liaising with investment teams to enable client interaction & information.

Liaising with operations and ensure smooth functioning between department & operations.

Ensure proper compliance with respect to all channel partners – distributors / clients etc.

Compliance:

Ensure all activities is as per proper compliance internally and as per regulatory requirements.

Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.

Key Skills

• Interpersonal / Communication Skills
• Networking and Market Intelligence
• Strong Client Relationship Skills
• Result Orientation

Qualification

MBA - Marketing / Finance

Experience

10+ years’ experience in handling channel management includes Consumer Banking Channel, Private Bankers, IFA’s and Wealth Setups.

Functional Competencies:

• Macro Market & Economy Understanding
• Expert Level Understanding on Financial Products / Asset Classes
• Portfolio Management
• Selling Skills / Customer Acquisition

Job Snapshot

Job ID

984

Department

Location