Zonal Head – Wealth

Finhaat Group; Maharashtra; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Finhaat Wealth India Private Limited (FWIPL) in Mumbai seeks a Zonal Head – West to build and optimize the ecosystem for empanelment of financial product distributors/ARN Holders (Finhaat Partners) and maximize revenue generation across multiple asset classes.

The role requires leading a large sales team, developing partnerships, and ensuring regulatory compliance while staying ahead of industry trends and competitors.

Qualifications

• MBA in Finance with 8–12 years in IFA mutual fund distribution.
• Experience leading large teams across asset classes.
• Exposure to multiple asset classes: Mutual Funds, Equity, Fixed Income, Gold, PMS.

Responsibilities

• Identify and empanel ARN Holders (MFDs/IFAs) as Finhaat Partners.
• Develop partnerships and alliances to enhance market presence.
• Develop sales strategies to maximize revenue from partner network.
• Monitor sales performance and manage targets.
• Recruit, coach, and mentor sales relationship managers.

Skills

Team management

Sales leadership

Business development

Analytics

Market strategy

Education

MBA in Finance

Tools

CRM

Job description

About Finhaat

Finhaat – a unique financial services distribution platform catering to the distinctive needs of financially underserved population – the Emerging Indians. Our journey started with the belief that all individuals should beequipped to manage their financial health with ease and confidence. This will be possible only when they havean easy access to solutions that are in line with their financial goals.

Finhaat Pillars

• Suraksha – Protection from Financial Shocks
• Suvidha – Easy access to curated financial services
• Samriddhi – Trusted Partner for overall financial prosperity

Job Details

• Job Title: Zonal Head – West - Finhaat Wealth India Private Limited (FWIPL)
• Location: Vikhroli, Mumbai

Role Summary

Zonal Head of Finhaat Wealth India Private Limited will be responsible for building, nurturing and optimizingthe ecosystem for empanelment of financial product distributors/ARN Holders (Finhaat Partner) andmaximizing revenue generation through these Partners across multiple asset classes.

Key Responsibilities

Business Development

• Identify and pursue opportunities to empanel existing as well as new ARN Holders (MFDs/IFAs) asFinnaat Partners
• Continually explore potential new markets or segments for partner empanelment
• Develop partnerships and alliances to enhance market presence.
• Stay informed about industry trends, competitors, and market conditions for our product segments

Revenue Generation

• Develop and execute sales strategies to maximize revenue from existing Partner network.
• Monitor sales performance, ensuring the team meets/exceeds sales goals.
• Allocate sales targets across different teams
• Analyse data to forecast sales and identify growth opportunities.
• Oversee sales funnel management to ensure a steady pipeline of leads and conversions.

Team Management

• Recruit, coach, and mentor sales relationship managers & acquisition relationship managers.
• Establish performance expectations and conduct regular performance reviews.
• Foster a motivating and supportive environment that encourages team collaboration.
• Ensure implementation of training programs to upskill team in sales, product, industry and relationship management.
• Cultivate strong people skills within the team to ensure effective communication and collaboration.

Compliance: Regulatory & Policy

• Ensure compliance with legal and regulatory requirements in all transactions.
• Ensure adherence to company policies, processes, and ethical standards.

Reporting & Analytics

• Prepare and present regular reports on sales performance, forecasts, and market trends to senior management.
• Use data and analytics from CRM to drive decision-making and strategy adjustments.
• Monitor key performance indicators (KPIs) and implement corrective actions when necessary

Education / Experience

• MBA in Finance
• Experience:
• At least 8 -12 years of experience in IFA channel led Mutual Fund distribution business
• Exposure to multiple asset classes: Mutual Funds, Equity, Fixed Income, Gold, PMS & otherthird-party products.
• Must have experience in managing big teams.