Sales Advisor

4 days ago


Noida Uttar Pradesh, India Catalyst IQ Full time

We are seeking an experienced and dynamic Mutual Fund Sales Manager with a strong background in retail mutual fund sales and team management The ideal candidate will be responsible for driving mutual fund sales through a team of Relationship Managers Sales Executives building strong distributor and client relationships and achieving business targets in alignment with the company s growth objectives Key Responsibilities - Drive mutual fund product sales across retail and HNI segments - Lead mentor and manage a team of 5-10 sales professionals - Design and implement effective sales strategies to achieve revenue targets - Develop and manage distribution channels including IFAs NDAs and direct clients - Ensure team productivity and conduct regular performance reviews - Organize product training sessions and joint calls with team members to enhance client engagement - Maintain strong relationships with key partners and clients for sustained business growth - Monitor and analyze sales trends market developments and competitor activities - Ensure compliance with regulatory and internal policy guidelines - Report sales performance and forecasts to senior management on a regular basis Key Requirements - Graduate Postgraduate in Finance Business Administration or a related field - AMFI NISM Mutual Fund certification is mandatory - Minimum of 7 years of mutual fund sales experience including 2-3 years in a team leadership role - In-depth understanding of mutual fund products distribution networks and investment advisory - Strong interpersonal communication and leadership skills - Target-driven with a proven track record of achieving and exceeding sales goals - Ability to train and motivate a high-performance sales team ref updazz com


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