
Mutual Fund Specialist
1 week ago
About Us
We are a growing financial services firm, currently expanding our
mutual fund distribution business
. Our goal is to deliver trusted investment solutions while scaling our reach across clients and partners.
Role Overview
We are seeking a motivated and experienced professional to help
scale our mutual fund distribution business
. The candidate should have a proven track record in
expanding client networks, building channel partnerships, and driving AUM (Assets Under Management) growth
.
Key Responsibilities
- Develop and implement strategies to expand the mutual fund client base.
- Build strong relationships with clients, distributors, and channel partners.
- Drive consistent growth in AUM through effective distribution strategies.
- Stay updated on mutual fund products, regulatory guidelines, and industry trends.
- Create and manage business development plans to achieve targets.
Key Requirements
- Strong experience in
mutual fund distribution / financial product sales
. - Proven ability to
grow client networks
and establish channel partnerships. - Good knowledge of
mutual fund products, SEBI regulations, and distribution models
. - Excellent communication and client relationship management skills.
- Entrepreneurial mindset with focus on long-term growth.
Location
: Kolkata
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