Mutual Funds Sales

4 weeks ago


mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager

- Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.

- Business Strategy to increase MF Business through SIPs and new AUM

- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory skills will be an added advantage.

- Should be having good understanding of IFA Channel and connect with IFAs/Agents. IFA / Agent / Wealth Partner Acquisition experience will be an added advantage.

- Business to be sourced and driven from branches & partner channel.

- Manage queries from sales team as well as dealing with AMCs on their New and Existing Product Launch- Visiting Pan India Branches and regional offices for Training and development, providing knowledge on focused Products.

- Designing of Contest and RNR for Sales and Dealing Team in discussion with Management.

- Pan India conducting investment Campaigns, Quarterly events across all branches for generating Prospect leads and activating existing dormant clients by selling through SIPs and MF investments.

- Building good rapport with AMCs to get sponsorship for conducting RNR, IAP, Events etc.


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