We are looking for a seasoned Regional Head – Mutual Fund Distribution to lead and scale our B2B MF business in the assigned region.

This role will own AUM growth, net sales, SIP book expansion, and distributor productivity, while building strong relationships with IFAs, MFDs, corporate distributors, and institutional partners.

The position carries end-to-end regional P&L ownership and leadership responsibility for a multi-city distribution team.

Key Responsibilities

AUM Growth & Sales Strategy
Own and drive regional Mutual Fund AUM, net sales, and SIP book growth
Execute AMC-style sales strategies across IFAs / MFDs, Corporate & institutional distributors, Large HNI & promoter-led relationships
Drive product penetration across different categories
Ensure strong activation of NFOs, campaigns, and SIP initiatives
Distributor & Channel Management
Build, expand, and manage a high-quality IFA/MFD and corporate distributor network
Conduct regular distributor meets, product sessions, and regional partner events
Act as the primary escalation point for key partners in the region
Regional P&L Ownership
Own regional targets including AUM Growth, SIP Book Expansion
Ensure efficient cost management and RM productivity
Track and improve sales conversion ratios and partner performance metrics
Team Leadership
Drive performance through structured distributor coverage planning
Build a strong pipeline of future sales leaders
Compliance, Governance & Market Intelligence
Ensure adherence to SEBI, AMFI, and internal compliance guidelines
Maintain high standards of documentation, suitability, and audit readiness
Track regional market trends, competitor activity, and distributor behavior
Provide insights to leadership on product gaps, campaign effectiveness, and market opportunities

Specific Criteria Required For The Applicants

8–10 years of experience in Mutual Fund distribution / AMC sales / B2B
Minimum 3+ years in a leadership role (Cluster / Regional / Area Head)
Strong exposure to AMC-style distributor-led sales models
Proven track record of AUM growth, net sales delivery, and team leadership

Product & Regulatory Knowledge

Deep understanding of Mutual Funds; SIP & long-term portfolio construction
NISM Series V-A mandatory
CFP / CFA preferred

What You Can Expect In Return

Statutory benefits like PF & Gratuity
Health Insurance
Flexible Working structure
Professional development opportunities
Collaborative and inclusive work culture

Vittam An EduFund Company

Vittam is a newly launched business vertical of EduFund, focused on B2B Mutual Fund distribution and the IFA (Independent Financial Advisor) ecosystem. Already live with 200+ active partners, Vittam is now entering a high-growth phase and is looking for a senior sales leader to own, scale, and build this business ground-up.

Vittam is being built to empower IFAs, RIAs, and wealth partners with a modern, scalable platform to grow their advisory business while delivering best-in-class investment solutions to end customers.

Learn more about the platform: https://vittamfin.com/

About EduFund

EduFund is India's first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their child's education. Founded in 2020, our mission is to remove financial stress from education planning.

We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it India's only endtoend education financial planning platform.

Whether it's saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their child's future.

With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India.

In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.

Website - https://www.edufund.in/

Skills: b2b,nism,wealth management,analytical skills,communication skills,leadership,business development,mutual funds,p&l ownership,client relationship management,team leadership,p&l management,b2b wealth management,investment

Regional Head Sales – B2B Mutual Fund Distribution