Sales Head -South -MFD/IFA | Mutual Funds

Keka Technologies Private Limited; Chennai District; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

AssetPlus is seeking a seasoned Sales Head to own growth and distribution across South India. The role calls for end-to-end ownership of AUM growth, net sales and partner activation within a high-performance team.

You will operate as the Mini CEO of the Zone, leading Channel Heads, Regional Managers and Relationship Managers, while driving market expansion and digital adoption across wealth products.

Qualifications

• 12–18 years of experience in Mutual Funds, Wealth Management, financial distribution or related sectors.
• Strong experience in B2B / partner-led distribution and managing multi-city sales teams.
• Understanding of AUM growth, SIP, net sales, AUM transfers and wealth-product distribution.
• Exposure to Insurance, PMS/AIF is valuable.
• Market expansion and relationship-management capabilities.
• Comfort with data, dashboards, CRM and forecasting.
• Strong leadership, commercial maturity and execution orientation.
• Willingness to travel extensively across the covered geography.

Responsibilities

• Own zonal targets across AUM, gross sales, net sales, SIP, AUM transfers, insurance, PMS/AIF and 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 in the zone.
• Build, acquire, activate and retain 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 craft structured growth plans.
• Lead Channel Heads, Regional Managers and Relationship Managers across the geography.
• Foster a high-performance culture focused on ownership, presence and execution.
• Coach teams on partner management, AUM mobilisation, SIP, insurance and wealth-product penetration.
• Build a strong second line of leadership.
• Identify new markets across Tier I/II and emerging wealth markets.
• Strengthen AssetPlus's presence via IFA/MFD clusters.
• Track market trends, competitors and partner expectations to identify growth opportunities.
• Drive adoption of digital platform, CRM, portfolio tools and research capabilities.
• Increase partner engagement and self-service through technology.
• Penetrate across Mutual Funds, SIP, AUM Transfers, Insurance, PMS, AIF and future products.
• Establish strong daily/weekly/monthly business reviews and governance.
• Use data and market intelligence to address gaps and action improvements.

Skills

B2B distribution

Partner management

Team leadership

AUM growth

SIP & wealth products

CRM & dashboards

Data-driven governance

Market expansion

Travel readiness

Job description

12-18

Full-Time

Reporting to: Head – Sales & Distribution

Experience: 12–18 Years

Industry: Mutual Funds | Wealth Management | Financial Distribution | AMC | Banking | Insurance Distribution | Wealth-Tech

About the Role

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 of the Zone — combining strong field presence, partner relationships, commercial acumen, data-driven governance and high-performance team leadership.

Key Responsibilities

Business & Revenue Growth

• 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.

Partner Ecosystem

• 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.

Market Expansion

• 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.

Digital & Product Adoption

• 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.

Business Governance

• 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.

What We're Looking For

• 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.

Why This Role?

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.