- Position title: Regional Manager-Kolkata
- Location: Kolkata
- Department: ETF - Sales
- Grade: Chief Manager-Kolkata
- Organizational relationships Reports to: National Lead – ETF Sales Institutions and HNIs
- Purpose of the Job:
To drive and manage business across all key verticals including Sales & Distribution, KCG (Key Client Group), and EPCG segments, while supporting local sales teams in strengthening and expanding the Passive (ETF & Index Funds) business. The role focuses on building scale, gaining market share, improving market penetration, and enhancing client engagement across channels.
- Key Responsibilities:
- Drive overall business growth across Sales & Distribution, KCG, and EPCG verticals
- Partner with regional/local sales teams to promote and increase Passive product penetration
- Build and manage relationships with key institutional clients, distributors, and channel partners
- Develop and execute strategies for ETF and Passive product growth across segments
- Work closely with internal stakeholders (sales, marketing, product, investments) to align business objectives
- Support local teams through product training, client meetings, and joint sales initiatives
- Identify new business opportunities and expand client base in Passive products
- Monitor industry trends and competitor activity to refine business strategies
- Ensure achievement of KPI targets for Passive business
- Drive awareness and adoption of ETFs and index products across client segments
- Behavioral Competencies:
- Strong relationship management and stakeholder engagement skills
- High ownership and accountability
- Collaborative mindset with ability to work across teams
- Strategic thinking with execution focus
- Excellent communication and presentation skills
- Results-driven and goal-oriented approach
- Role Specific Competencies:
- Deep understanding of Passive products (ETFs, Index Funds)
- Strong knowledge of institutional and distribution landscape
- Experience in handling KCG / EPCG / large client relationships
- Business development and revenue generation skills
- Ability to influence and enable field sales teams
- Analytical mindset with ability to interpret market trends
- Formal Qualifications / Prior Work Exp:
- MBA / Post Graduate in Finance, Marketing, or related field
- 10–12 years of experience in Asset Management / Financial Services
- Proven experience in Sales, Distribution, Institutional business or ETF/Passive products
- Prior experience in handling MFD/KCG/Family Office business verticals and working with regional teams preferred.
