Sales Head -South -MFD IFA Mutual Funds

AssetPlus

AssetPlus

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

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.
  
  

Team Leadership

• 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.

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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

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.
  
  

Team Leadership

• 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.

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