Mutual Funds- Sales
1 day ago
Job Title: Strategic Alliance (Sales) – Mutual Fund
Department: Mutual Fund Sales
Company: New Age AMC.
Reporting To: Regional Head/Head of sales
Experience Required: 5–10 years (Minimum 5 years in Mutual Fund Sales is essential)
Age Limit: Below 40 years
Role Overview
As a Sales Manager, you will be responsible for driving mutual fund distribution and business growth within your assigned geography. The role involves identifying and managing distribution partners, executing sales strategies, and ensuring strong market presence. You will play a critical part in achieving business targets and building long-term relationships with key partners.
Key Responsibilities
1. Market Development & Sales Execution
- Identify, onboard, and manage relationships with mutual fund distributors, including National Distributors, RIAs, Banks, Brokers and potential institutional investors.
- Execute region-specific sales strategies to achieve business targets, leveraging a consultative and relationship-driven approach.
- Represent the company at industry events, seminars, and distributor forums to enhance brand visibility and market reach.
- Build and nurture long-term partnerships with key stakeholders of financial distribution houses.
- Act as a trusted advisor to distribution partners, providing market insights and product knowledge to drive engagement and sales.
- Develop and implement actionable sales plans aligned with company objectives and market opportunities.
- Utilize data-driven insights to identify growth opportunities and areas for improvement.
- Expand and deepen the distribution network by identifying and activating new partners in the assigned geography.
- Motivate, train, and support MFDs and distributors to maximize their business potential with our products.
- Ensure high levels of client satisfaction through proactive relationship management and prompt resolution of issues with the help of R&T team present in the geography.
- Identify and capitalize on cross-selling opportunities for other investment products as the product suite expands.
- Work closely with the central product, marketing, and analytics teams to ensure successful product launches and go-to-market initiatives.
- Provide market intelligence and feedback to support product development and positioning
- Minimum 5 years' experience in mutual fund sales, with a proven track record in business development and relationship management.
- Prior experience with Asset Management Companies (AMCs) is essential.
- Strong network across mutual fund distributors, National Distributors, RIAs, banks, and brokers in the assigned region.
- Demonstrated ability to work independently, build new markets, and deliver results in a start-up or greenfield environment.
- Excellent communication, negotiation, and stakeholder management skills.
- Entrepreneurial attitude, high integrity, and a passion for building businesses from the ground up.
- Opportunity to be a founding member of a new-age AMC and shape its growth trajectory in your region.
- High visibility role with direct impact on business outcomes and future leadership opportunities.
- Competitive compensation and performance-linked incentives.
-
Mutual Fund Sales-Intern
4 days ago
Delhi, Delhi, India Finofiii Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionFinofii is a fintech company specializing in global treasury and multi-family office platform services, catering to over 1000 clients with 750Crores of investment assets. Founded in 2021, the company provides high-touch, holistic client services, including customized treasury solutions and a comprehensive range of family office and...
-
Mutual Fund Manager
1 week ago
Delhi, Delhi, India Muren Impex Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey Responsibilities: Develop and implement investment strategies for mutual funds. Analyze market trends and economic data to inform decisions. Select appropriate assets to meet fund objectives. Monitor and adjust portfolios to optimize returns and manage risk. Communicate fund performance to stakeholders. Qualifications: Bachelors degree in Finance,...
-
Retail Sales
7 days ago
Delhi, Delhi, India Weekday AI Full time ₹ 7,00,000 - ₹ 12,00,000 per yearThis role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 7-12 LPA)Min Experience: 4 yearsLocation: DelhiJobType: full-time We are seeking an experienced and motivated Retail Sales Executive with a strong background in mutual funds and financial product sales. The ideal candidate will have 4–6 years of experience in retail financial services...
-
Relationship Manager
3 days ago
Delhi, Delhi, India Kotak Mutual Fund Full time ₹ 5,00,000 - ₹ 20,00,000 per yearJob RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...
-
Financial Sales Executive
2 days ago
Delhi, Delhi, India Finora Wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per yearLocation: MG Road, Gurugram About UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for aSales Executiveto join our team and support our client acquisition efforts by managing...
-
Sales Assistant
2 weeks ago
Delhi, Delhi, India Radha Madhav Chits Pvt Ltd Full time ₹ 4,20,000 - ₹ 5,40,000 per yearWe are looking for a proven sales professional with experience in financial services, banking, insurance, or wealth management. With 2–4 years of proven sales/business development experience in wealth management, mutual funds, private banking, or life insurance.Proactively source and acquire new clients (HNIs, professionals, business owners) through...
-
Team Manager
3 days ago
Delhi, Delhi, India BS2 Hire Full time ₹ 5,00,000 - ₹ 20,00,000 per yearResponsibilities:* Manage HNI acquisitions & sales through broking services.* Lead & develop high-performing teams in equity advisory, demat management & mutual funds sales.Sales incentives
-
Sales Manager
1 week ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionKotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. In 2003, Kotak Mahindra Finance Ltd., the Group's flagship company, became the first non-banking finance company in India to receive a banking license from the Reserve Bank of India, turning into Kotak Mahindra Bank Limited. With a...
-
Assistant Vice President
1 day ago
Delhi, Delhi, India BS2 Hire Full time ₹ 12,00,000 - ₹ 36,00,000 per yearResponsibilities:* Lead brokerage sales & equity advisory services.* Handle demat, PMS & mutual fund transactions.* Manage wealth management portfolios.* Oversee branch operations & team handling.Sales incentives
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India PCJ Holdings Full time ₹ 2,50,00,000 - ₹ 5,00,00,000 per yearAbout PCJ Holdings Pvt. Ltd.PCJ Holdings Pvt. Ltd. is a trusted financial services firm with decades of legacy in wealth creation and investment distribution. As an NSE, BSE, MCX, and NSDL registered member and an AMFI-registered Mutual Fund Distributor (ARN 63632), we empower individuals, HNIs, UHNIs, corporates, and institutions to grow their wealth across...