Mutual Fund Specialist

7 hours ago

Mumbai, India White Force Group Full time

HIRING FOR Business Development ExecutiveLocation -Andheri East, MumbaiCTC - Upto 4 LPA +IncentiveExperience - Min 6 months to 2 years required in Mutual Funds salesJob Description: We are seeking a dynamic Business development Executiveto support and manage our network of Direct Selling Agents (DSAs) engagedin mutual fund & other wealth distribution. The ideal candidate will beresponsible for ensuring smooth operational flow, resolving service issues,and delivering tech-enabled support to enhance partner experience and thusensuring business outcomes by activating our existing DSA’s.Key Responsibilities:• Act as the primary Relationship Manager for DSAs distributing mutual funds.• Provide tech-enabled assistance for transaction processing, reporting, andcompliance-related activities.• Proactively resolve service-related queries to ensure uninterrupted DSAoperations.• Conduct training sessions for DSAs on digital tools, mutual fund platforms,and workflow optimization.• Coordinating & activating DSA’s and lesioning with internal teams to handleescalations and provide timely updates.• Monitor DSA performance and deliver data-driven insights to help improveproductivity and mutual fund or wealth business of the company.Required Skills & Qualifications:• Minimum 2 years of experience in mutual fund operations, client servicing, orfinancial product distribution.ORFresher, Graduated from BBI stream• Solid understanding of mutual fund processes, platforms, and complianceregulations.• Excellent communication and relationship management skills.• Ability to analyze performance data and derive actionable insights.• Proficiency in using digital tools, CRM platforms, and reporting systemsEmail - -

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