Regional Manager

# Regional Manager – Job Description **Designation:** Regional Manager **Industry:** Stock Broking & Financial Services **Department:** Sales & Business Development **Experience:** 5+ years in stock broking, financial services, wealth management, or related industries **Employment Type:** Full-time **Location:** Bangalore and Kochi ### Job Summary We are looking for an experienced and result-oriented **Regional Manager** to lead and expand business operations across the assigned region. The candidate will be responsible for driving sales, managing branch/field teams, developing client relationships, generating new business, and achieving regional revenue targets. **Key Products:** * Demat Accounts * Mutual Funds * Unlisted Shares * Pre-IPO Consultancy ### Key Responsibilities * Develop and implement sales strategies to achieve regional business targets. * Lead, motivate, and manage the regional sales team. * Drive customer acquisition for Demat accounts, Mutual Funds, Unlisted Shares, and Pre-IPO consultancy services. * Identify new business opportunities and expand the customer base. * Develop strong relationships with HNI clients, investors, corporate clients, and channel partners. * Generate leads through direct sales, referrals, digital channels, networking, and other business development activities. * Monitor individual and team performance against monthly and quarterly targets. * Conduct regular team meetings, performance reviews, and sales planning sessions. * Support team members in converting leads into customers. * Build and maintain relationships with business partners, financial professionals, and potential referral sources. * Coordinate with management and other departments to ensure smooth business operations. * Track market trends and competitor activities to identify potential business opportunities. * Prepare regular sales, revenue, and performance reports for management. * Ensure customer communication and sales activities comply with company policies and applicable regulatory requirements. ### Required Skills & Qualifications * Bachelor's degree in Business Administration, Finance, Commerce, or a related field. * 5+ years of experience in stock broking, mutual funds, wealth management, financial services, or investment-related sales. * Proven experience in team handling and regional/business development. * Strong knowledge of financial products and investment services. * Good understanding of Demat accounts, Mutual Funds, Unlisted Shares, and Pre-IPO opportunities. * Excellent communication, negotiation, and presentation skills. * Strong leadership and team management abilities. * Good networking and relationship management skills. * Target-oriented and self-motivated approach. * Proficiency in MS Office and basic CRM/reporting tools. ### Key Performance Areas (KPIs) * Regional revenue and business growth. * New client acquisition. * Demat account acquisition. * Mutual Fund business generation. * Unlisted Share and Pre-IPO business development. * Lead conversion ratio. * Team productivity and target achievement. * Client retention and relationship management. * Branch/channel expansion.