Regional Manager

Milestone Career Planner; Bengaluru; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Milestone Career Planner is seeking a Regional Manager to lead and expand business across Bangalore and Kochi. The role focuses on driving sales, building client relationships, and achieving regional revenue targets in stock broking, wealth management, and related services.

You will manage branch and field teams, develop strategic plans, and identify new opportunities while maintaining high standards of service and regulatory compliance. Strong leadership and networking skills are essential.

Qualifications

• Bachelor's degree in Business Administration, Finance, Commerce, or related field.
• 5+ years of experience in stock broking, mutual funds, wealth management, financial services, or investment-related sales.
• Proven experience in team handling and regional/business development.
• Strong knowledge of financial products and investment services.

Responsibilities

• Develop and implement sales strategies to achieve regional business targets.
• Lead, motivate, and manage the regional sales team.
• Drive customer acquisition for Demat accounts, Mutual Funds, Unlisted Shares, and Pre-IPO consultancy services.
• Identify new business opportunities and expand the customer base.
• Develop strong relationships with HNI clients, investors, corporate clients, and channel partners.
• Generate leads through direct sales, referrals, digital channels, networking, and other business development activities.
• Monitor individual and team performance against monthly and quarterly targets.
• Conduct regular team meetings, performance reviews, and sales planning sessions.
• Support team members in converting leads into customers.
• Build and maintain relationships with business partners, financial professionals, and potential referral sources.
• Coordinate with management and other departments to ensure smooth business operations.
• Track market trends and competitor activities to identify potential business opportunities.
• Prepare regular sales, revenue, and performance reports for management.
• Ensure customer communication and sales activities comply with company policies and applicable regulatory requirements.

Skills

Leadership

Team Management

Communication

Negotiation

Networking

CRM

MS Office

Education

Bachelor's degree in Business Administration, Finance, Commerce

Tools

MS Office

CRM

Job description

**Department:** Sales & Business Development

**

Experience

** 5+ years in stock broking, financial services, wealth management, or related industries

**Employment Type:** Full-time

**

Location

** Bangalore and Kochi

###

Job Summary

We are looking for an

experience

d and result-oriented **Regional

• Manager** to lead and expand business operations across the assigned region. The candidate will be responsible for driving sales, managing branch/field teams, developing client relationships, generating new business, and achieving regional revenue targets.

**Key Products:

• Demat Accounts
• Mutual Funds
• Unlisted Shares
• Pre-IPO Consultancy

###

Key Responsibilities

• Develop and implement sales strategies to achieve regional business targets.
• Lead, motivate, and manage the regional sales team.
• Drive customer acquisition for Demat accounts, Mutual Funds, Unlisted Shares, and Pre-IPO consultancy services.
• Identify new business opportunities and expand the customer base.
• Develop strong relationships with HNI clients, investors, corporate clients, and channel partners.
• Generate leads through direct sales, referrals, digital channels, networking, and other business development activities.
• Monitor individual and team performance against monthly and quarterly targets.
• Conduct regular team meetings, performance reviews, and sales planning sessions.
• Support team members in converting leads into customers.
• Build and maintain relationships with business partners, financial professionals, and potential referral sources.
• Coordinate with management and other departments to ensure smooth business operations.
• Track market trends and competitor activities to identify potential business opportunities.
• Prepare regular sales, revenue, and performance reports for management.
• Ensure customer communication and sales activities comply with company policies and applicable regulatory

requirements.

###

Required Skills

&

Qualifications

*

• Bachelor's degree in Business Administration, Finance, Commerce, or a related field.

* 5+ years of

experience

in stock broking, mutual funds, wealth management, financial services, or investment-related sales.

* Proven

experience

in team handling and regional/business development.

*

• Strong knowledge of financial products and investment services.

*

• Good understanding of Demat accounts, Mutual Funds, Unlisted Shares, and Pre-IPO opportunities.

*

• Excellent communication, negotiation, and presentation skills.

*

• Strong leadership and team management abilities.

*

• Good networking and relationship management skills.

* Target-oriented and self-motivated approach.

*

• Proficiency in MS Office and basic CRM/reporting tools.

### Key Performance Areas (KPIs)

• Regional revenue and business growth.
• New client acquisition.
• Demat account acquisition.
• Unlisted Share and Pre-IPO business development.
• Team productivity and target achievement.
• Client retention and relationship management.