VP & Zonal Head - Retail Sales

Invesco MF; Pune District; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Invesco Mutual Fund (Invesco MF) Pune invites a Zonal Head to lead sales and distribution strategy for the state/region. You will oversee a team, build relationships with IFAs, banks, and distributors, and drive growth while ensuring regulatory compliance.

The role requires strong analytical, negotiation and leadership skills to meet targets and expand market share in Maharashtra. Located in Pune with direct leadership responsibilities.

Qualifications

• Strong analytical and strategic thinking capabilities.
• Excellent communication, negotiation, and relationship-building skills.
• Ability to work in a fast-paced, dynamic environment.
• Proficiency in MS Office, CRM systems and sales analytics tools.

Responsibilities

• Lead and drive sales and distribution strategy for the state/region.
• Manage a team of sales professionals and mentor them.
• Engage key clients, distributors, and stakeholders in the region.
• Ensure regulatory compliance and report sales performance to senior management.
• Set objectives and review performance; identify new market opportunities.

Skills

Analytical thinking

Strategic thinking

Communication

Negotiation

Relationship-building

Tools

MS Office

CRM systems

Sales analytics tools

Job description

Reporting to: Regional Head - Retail Sales

Location: Pune

Your Role (summary) :

The Zonal Head will be responsible for leading and driving the sales and distribution strategy for the assigned state/region in line with the company’s overall business objectives. This role involves managing a team of sales professionals, building and maintaining relationships with key stakeholders, ensuring compliance with regulatory requirements, and achieving targeted sales growth.

You will be responsible for:

• Sale Strategy and Execution:
• Develop and implement the state-level sales strategy in alignment with the national and zonal objectives.
• Set and achieve sales targets for mutual fund products across various distribution channels including IFAs (Independent Financial Advisors), Banks, NDIs (Non-Depository Institutions), and direct sales.
• Analyse market trends, customer needs, and competitive activity to identify new business opportunities.
• Monitor and report on sales performance, providing regular updates to senior management.
• Lead, mentor, and manage a team of sales professionals, ensuring they have the necessary skills and resources to meet their targets.
• Conduct regular training and development sessions to enhance team capabilities in product knowledge, sales techniques, and regulatory compliance.
• Set clear objectives and performance metrics for the team, conducting regular performance reviews.
• Build and maintain strong relationships with key clients, distributors, and stakeholders in the region.
• Act as the primary point of contact for high-value clients and key accounts.
• Ensure all sales activities are compliant with regulatory guidelines and internal policies.
• Drive the expansion of the company’s market share within the state by exploring new markets, products, and channels.
• Present findings and strategic recommendations to the senior leadership team.
• Leadership: Proven track record in leading and managing large sales teams, with demonstrated success in achieving sales targets.
• Regulatory Knowledge: In-depth understanding of the mutual fund industry in India, including SEBI regulations and compliance requirements.

Knowledge, Skills, Competencies, and Certifications:

Strong analytical and strategic thinking capabilities.

Excellent communication, negotiation, and relationship-building skills.

Ability to work in a fast-paced, dynamic environment.

Proficiency in MS Office, CRM systems, and sales analytics tools.