
Planify Capital
3 days ago
The ideal candidate must have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to drive sales performance while maintaining compliance and client satisfaction.
Key Responsibilities:.
- Drive mutual fund sales through direct and channel partner networks.
- Manage branch operations and ensure smooth execution of business processes.
- Lead, mentor, and manage a team of Relationship Managers/Advisors.
- Develop and implement local marketing strategies to boost client acquisition.
- Ensure high levels of customer satisfaction and compliance with regulatory norms.
- Prepare and monitor branch sales targets and regularly report performance metrics.
Requirements:.
- Graduate/Postgraduate in Finance, Business, or related field.
- Minimum 5 years of experience in financial product sales, with 2+ years in mutual fund distribution.
- AMFI/NISM certification is a must.
- Strong leadership, communication, and interpersonal skills.
- Target-driven with a deep understanding of investor behavior and financial planning.
Why Join Us?.
Leadership opportunity in a growing organization.
Performance-driven incentives and career progression.
Work with a passionate, investor-centric team.
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