Mutual Fund Distribution Executive
3 days 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
-
Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 2,00,000 - ₹ 6,00,000 per yearJob Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–2 years(Graduate Freshers Welcome)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled Mutual Fund...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location: Mumbai Employment Type: Full-Time Experience Level: 0–3 years (Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location: Mumbai Employment Type: Full-Time Experience Level: 0–3 years (Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
-
Virtual Relationship Manager
1 minute ago
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location: Mumbai Employment Type: Full-Time Experience Level: 0–3 years (Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
-
Mumbai, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
-
Mutual Fund Specialist
2 weeks ago
mumbai, India White Force Group Full timeHIRING 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....
-
Mutual Fund Specialist
2 weeks ago
Mumbai, India White Force Group Full timeHIRING 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....
