Regional Manager - BD Passives - North, East, West & South

Role overview

This position is focused on expanding passive investing products such as ETFs and index funds across all sales channels at a regional level. The objective is to strengthen adoption by supporting the sales force, not by replacing it, while improving assets under management and market share.

Key responsibilities

• Work closely with Regional Heads, Center Heads, and Relationship Managers to promote passive products across the assigned regions and train RMs to improve passive market share.
• Monitor passive business performance through MIS reports, dashboards, and detailed zone-level tracking.
• Implement head office strategies and product-specific plans at the zonal level to help grow AUM and market share.
• Build strategic partnerships by engaging existing distributors, identifying new distribution models, and onboarding them for passive funds.
• Organize events and training workshops to support market development and channel engagement.
• Run product-focused campaigns across different sales verticals.
• Coordinate with sales teams to communicate with distributors and position passive products effectively.
• Identify new MFDs and RIAs and provide complete support in establishing their business setup.
• Lead conversations with prospective channel partners, define partnership deliverables, and drive acquisition to widen distribution reach for passive products.
• Explore new distribution avenues such as digital platforms to introduce the passive product portfolio.
• Work with operations and technology teams to help sales teams execute ETF transactions smoothly.
• Create distributor-specific transaction workflows where required.
• Resolve transaction, brokerage, and process-related issues by coordinating with relevant teams.
• Partner with operations, compliance, and technology teams to improve and update existing processes.
• Evaluate market conditions and decide the right product mix for each sales segment.
• Take ownership of daily incremental AAUM growth for the business.
• Drive NFO-led campaigns to build the base AAUM.
• Conduct scheme-wise campaigns to generate additional AAUM.

Additional information

The role also involves maintaining micro-level MIS for the region, coordinating passive fund adoption at the zone level, and ensuring execution of business development, operational support, and asset growth initiatives across the assigned geography.

Remarks / dimensions

1. Promote passive investments by enabling the sales organization and working alongside existing sales teams.

2. Keep regular reporting structures in place to track performance and progress.

3. Focus on growth in AUM and market share through zonal execution of strategy.

4. Support strategic alliances, distributor partnerships, and distribution expansion efforts.