Channel Head - MFD/PMS/AIF Distribution - Banking/Financial Services

Position: Channel Head

Location: Mumbai

Experience: 10+ Years

Reports To: Regional Head

About the Role:

We are looking for a dynamic, results-driven Channel Head to lead and grow business across the MFD, PMS, and AIF channels in Mumbai - bringing strong distribution relationships, deep product knowledge, and proven experience managing high-performing sales teams.

Key Responsibilities:

• Drive AUM growth and revenue targets across MFD, PMS, and AIF channels in the assigned territory
• Build, nurture, and expand relationships with Mutual Fund Distributors (MFDs), IFAs, and channel partners
• Lead, mentor, and manage a team of relationship managers/sales executives, driving performance through structured goal-setting and reviews
• Design and execute channel-specific business development strategies aligned with regional and national objectives
• Identify and onboard new MFD partners while deepening engagement with existing ones
• Collaborate with product, marketing, and research teams to effectively position PMS and AIF offerings to distribution partners
• Monitor competitor activities, market trends, and partner feedback to refine channel strategy
• Ensure compliance with SEBI/AMFI regulations and internal risk/compliance frameworks
• Provide regular business MIS, forecasts, and performance reports to the Regional Head

Key Requirements:

• 10+ years of experience in the asset management / wealth management industry, with a strong track record in MFD, PMS, and AIF distribution
• Proven experience managing and leading a sales/relationship management team
• Strong existing network of MFDs, IFAs, and distribution partners in Mumbai
• Sound understanding of mutual fund, PMS, and AIF products, market dynamics, and regulatory landscape
• Excellent relationship management, negotiation, and communication skills
• NISM certifications (relevant modules) preferred
• MBA/PGDM in Finance, Marketing, or related field preferred

Key Skills:

• Channel & Distribution Management
• Team Leadership & People Management
• Business Development & Revenue Growth
• Relationship Management (MFD/IFA)
• Product Knowledge - MF/PMS/AIF