Mutual Fund Specialist

4 weeks ago

New Delhi, India White Force Group Full time

HIRING FOR Business Development ExecutiveLocation-Andheri East, MumbaiCTC- Upto 4 LPA +IncentiveExperience - Min6 months to 2 yearsrequired in Mutual Funds salesJob Description:We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal candidate will be responsible for ensuring smooth operational flow, resolving service issues, and delivering tech-enabled support to enhance partner experience and thus ensuring business outcomes by activating our existing DSA’s.Key Responsibilities:• Act as the primary Relationship Manager for DSAs distributing mutual funds. • Provide tech-enabled assistance for transaction processing, reporting, and compliance-related activities. • Proactively resolve service-related queries to ensure uninterrupted DSA operations. • Conduct training sessions for DSAs on digital tools, mutual fund platforms, and workflow optimization. • Coordinating & activating DSA’s and lesioning with internal teams to handle escalations and provide timely updates. • Monitor DSA performance and deliver data-driven insights to help improve productivity and mutual fund or wealth business of the company.Required Skills & Qualifications: • Minimum 2 years of experience in mutual fund operations, client servicing, or financial product distribution. OR Fresher, Graduated from BBI stream • Solid understanding of mutual fund processes, platforms, and compliance regulations. • Excellent communication and relationship management skills. • Ability to analyze performance data and derive actionable insights. • Proficiency in using digital tools, CRM platforms, and reporting systemsEmail- sakshi.gupta@white-force.in Contact- 9770502074

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