Mutual Fund Specialist

4 weeks ago

Mumbai, Maharashtra, India White Force Group Full time

URGENT HIRING for Mutual Fund Distributor (Sales)

Email ID:

Contact : 9770502074

Experience – 10 – 15years (Leadership Experience required more than 5 years)

Salary- Upto 20 LPA

Key Responsibilities:

Technical Skills:

Key Responsibilities:

1. Strategic Planning and Growth: o Develop and execute a comprehensive strategy for setting up and scaling the mutual fund distribution business. o Set and achieve national targets for revenue, AUM (Assets Under Management), and client acquisition.

2. Team Leadership: o Recruit, train, and lead a high-performing team of regional heads, relationship managers, and sales professionals. o Drive team productivity and foster a collaborative work environment.

3. Business Development: o Build and maintain strong relationships with distributors and other key stakeholders. o Expand the partner network to enhance market penetration and reach.

4. Client Management: o Ensure a superior client experience by developing robust service standards. o Drive initiatives to onboard and retain HNI and retail clients.

5. Marketing and Brand Building: o Collaborate with the marketing team to promote mutual fund offerings and enhance brand visibility. o Conduct webinars, seminars, and campaigns to increase client awareness.

6. Performance Monitoring: o Track and analyze performance metrics, providing regular updates to the leadership team. o Identify areas for improvement and implement corrective measures. Key

Qualifications and Skills: Education: Graduate/Postgraduate (preferably MBA in Finance or Marketing).


• Experience:

* o Minimum 10–15 years of experience in mutual fund distribution or wealth management, with at least 5 years in a leadership role.

o Proven track record in driving revenue and managing teams.

Skills
•

o Strong understanding of mutual fund products, financial markets, and client behavior.

o Excellent leadership, communication, and interpersonal skills.

o Ability to build strategic partnerships and drive business growth.

Key Performance Indicators (KPIs):

1. Achievement of revenue and AUM targets.

2. Growth in the client base (HNI and retail).

3. Expansion of the partner and distributor network.

4. Adherence to compliance and regulatory requirements.

5. Team performance and productivity

Interested candidates can apply along with their resume on the below mentioned email ID or whatsapp number

Email ID:

Contact : 9770502074

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