
Mutual Fund Sales Leadership Opportunity
3 days ago
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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