Mutual Fund Sales Leadership Opportunity

3 days ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Opportunity in Mutual Fund Distribution

We are seeking an experienced professional to lead our mutual fund distribution efforts, drive sales performance, and manage a team of Relationship Managers/Advisors.

The ideal candidate must have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to maintain 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

What We Offer:

Leadership opportunity in a growing organization, performance-driven incentives and career progression, work with a passionate, investor-centric team


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