Sales Head -South -MFD/IFA | Mutual Funds
AssetPlus
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Job summary
AssetPlus seeks a seasoned Sales Head for South India to own end-to-end growth across the region. You will lead multi-city sales and build a strong partner ecosystem, driving AUM, SIP and wallet share through high-performance teams.
The role requires deep B2B distribution expertise, a data-driven approach, and extensive travel across Tamil Nadu and adjacent markets. A mini-CEO mindset will shape strategy and execution.
Qualifications
- 12-18 years of experience in Mutual Funds or related fields.
- Strong experience in B2B / partner-led distribution.
- Proven track record of multi-city sales leadership.
- Strong understanding of AUM growth, SIP, net sales, and partner productivity.
- Exposure to Insurance, PMS/AIF is valuable.
- Willingness to travel extensively.
- Strong people leadership and execution orientation.
- Comfortable with data, dashboards, CRM and forecasting.
Responsibilities
- Own zonal business targets: AUM, gross sales, net sales, SIP, AUM transfers, insurance, PMS/AIF.
- Develop and execute annual, quarterly and monthly business plans across regions, cities and partner segments.
- Drive partner productivity, revenue growth and overall business performance across the zone.
- Build, acquire, activate and retain a high-quality network of Mutual Fund Distributors (MFDs).
- Develop strategic relationships with key partners and drive deeper wallet share.
- Improve partner activation, transaction frequency, SIP penetration and AUM growth.
- Identify high-potential partners and create structured growth plans.
- Lead Channel Heads, Regional Managers and Relationship Managers across the assigned geography.
- Build a high-performance culture focused on ownership, market presence and execution.
- Coach teams on partner management, AUM mobilisation, SIP, insurance and wealth-product penetration.
- Build a strong second line of leadership.
- Identify and develop new markets across Tier I, II and emerging wealth markets.
- Track competitor activity, market trends and partner expectations to identify growth opportunities.
- Drive adoption of digital platforms, CRM, portfolio tools and transaction journeys.
- Increase partner engagement and self-service through technology.
- Track productivity, partner activation, sales forecasts and gaps.
- Use data and market intelligence to identify opportunities and drive corrective action.
Skills
Tools
Job description
Sales Head – South -MFD/IFA | Mutual Funds
Location: Chennai
Function: Sales & Distribution
Reporting to: Head – Sales & Distribution
Experience: 12-18 Years
Industry: Mutual Funds | Wealth Management | Financial Distribution | AMC | Banking | Insurance Distribution | Wealth-Tech
AssetPlus is looking for an accomplished Sales Head to take complete ownership of business growth and distribution across South India.
This is a senior business leadership role with end-to-end ownership of the assigned zone — driving AUM growth, net sales, SIP scale, partner activation, insurance revenue, PMS/AIF mobilisation, market expansion and frontline productivity.
We are looking for a leader who can operate as the Mini CEO — combining strong field presence, partner relationships, commercial acumen, data-driven governance and high-performance team leadership.
- Own zonal business targets across AUM, gross sales, net sales, SIP, AUM transfers, insurance, PMS/AIF and emerging wealth products.
- Develop and execute annual, quarterly and monthly business plans across regions, cities and partner segments.
- Drive partner productivity, revenue growth and overall business performance across the zone.
- Build, acquire, activate and retain a high-quality network of Mutual Fund Distributors (MFDs).
- Develop strategic relationships with key partners and drive deeper wallet share.
- Improve partner activation, transaction frequency, SIP penetration and AUM growth.
- Identify high-potential partners and create structured growth plans.
- Lead and develop Channel Heads, Regional Managers and Relationship Managers across the assigned geography.
- Build a high-performance culture focused on ownership, market presence and execution.
- Coach teams on partner management, AUM mobilisation, SIP, insurance and wealth-product penetration.
- Build a strong second line of leadership.
- Identify and develop new markets across Tier I, Tier II and emerging wealth markets.
- Build strong IFA/MFD clusters and strengthen AssetPlus's presence across the region.
- Track competitor activity, market trends and partner expectations to identify growth opportunities.
- Drive adoption of AssetPlus's digital platform, CRM, portfolio tools, research capabilities and transaction journeys.
- Increase partner engagement and self-service through technology.
- Drive penetration across Mutual Funds, SIP, AUM Transfers, Insurance, PMS, AIF and future wealth products.
- Establish strong daily, weekly and monthly business review mechanisms.
- Track productivity, partner activation, sales performance, forecasts and business gaps.
- Use data and market intelligence to identify opportunities, address performance gaps and drive corrective action.
- 12-18 years of experience in Mutual Funds, Wealth Management, Financial Distribution, AMC, Banking, Insurance Distribution or Wealth-Tech.
- Strong experience in B2B / partner-led distribution, preferably managing MFD/IFA ecosystems.
- Proven track record of managing large, multi-city sales/distribution teams.
- Strong understanding of AUM growth, SIP, net sales, AUM transfers, partner productivity and wealth-product distribution.
- Exposure to Insurance, PMS/AIF would be highly valuable.
- Strong market expansion and relationship-management capabilities.
- Comfortable working with data, dashboards, CRM and business forecasting.
- Strong people leadership, commercial maturity and execution orientation.
- High willingness to travel extensively across the assigned geography.
This is more than a traditional zonal sales role.
You will have the opportunity to build and scale an entire regional business, shape the partner ecosystem, develop high-performing teams and directly influence AssetPlus's next phase of growth across India's wealth-distribution landscape.
Build the Zone. Build the Partners. Build the Team. Build the Future of AssetPlus Distribution.
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