Mutual Fund Specialist

15 hours ago


Mumbai, Maharashtra, India White Force Group Full time ₹ 24,00,000 - ₹ 48,00,000 per year

HIRING FOR Business Development Executive

Location
-Andheri East, Mumbai

CTC
- Upto 4 LPA +Incentive

Experience - Min
6 months to 2 years
required in Mutual Funds sales

Job Description:
We are seeking a dynamic Business development Executive

to support and manage our network of Direct Selling Agents (DSAs) engaged

in mutual fund & other wealth distribution. The ideal candidate will be

responsible for ensuring smooth operational flow, resolving service issues,

and delivering tech-enabled support to enhance partner experience and thus

ensuring 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, and

compliance-related activities.


• Proactively resolve service-related queries to ensure uninterrupted DSA

operations.


• Conduct training sessions for DSAs on digital tools, mutual fund platforms,

and workflow optimization.


• Coordinating & activating DSA's and lesioning with internal teams to handle

escalations and provide timely updates.


• Monitor DSA performance and deliver data-driven insights to help improve

productivity and mutual fund or wealth business of the company.

Required Skills & Qualifications:


• Minimum 2 years of experience in mutual fund operations, client servicing, or

financial product distribution.

OR

Fresher, Graduated from BBI stream


• Solid understanding of mutual fund processes, platforms, and compliance

regulations.


• Excellent communication and relationship management skills.


• Ability to analyze performance data and derive actionable insights.


• Proficiency in using digital tools, CRM platforms, and reporting systems

Email
-

Contact



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