Mutual Fund Distribution Executive
1 day ago
Location: Fort, Mumbai
Position: Mutual Fund Distribution Executive
Experience Required: 2–3 years
Qualification: MBA (Finance/Marketing preferred)
Role Overview
We are seeking a motivated and knowledgeable Mutual Fund Distribution Executive to join our
company. The candidate will be responsible for pitching mutual fund products to clients, sharing
regular performance updates, preparing reports and ensuring smooth execution of mutual fund
transactions. The role requires a strong understanding of financial markets and client relationship
management.
Key Responsibilities
- Pitch mutual fund schemes to existing and prospective clients in line with their
financial goals and risk profile.
- Execute mutual fund transactions (purchases, redemptions, switches, SIPs, STPs, etc.)
efficiently.
Prepare and share regular portfolio performance reports with clients.
Update clients on market movements, fund performance, and investment
opportunities.
- Ensure compliance with SEBI and AMFI guidelines in all transactions and client
communications.
Build and maintain long-term relationships with clients to achieve business targets.
Ensure smooth processing of MF transactions.
Desired Candidate Profile
- MBA graduate with 2–3 years of experience in Mutual Fund distribution / Wealth
Management / Financial Advisory.
Strong knowledge of capital markets, mutual funds and financial products.
Good communication and presentation skills.
Ability to understand client requirements and provide suitable investment solutions.
Proficiency in MS Excel, PowerPoint, and report preparation.
AMFI certification (NISM V-A Mutual Fund Distributors Certification) preferred.
Job Type: Full-time
Pay: ₹30, ₹50,000.00 per month
Work Location: In person
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