Area Manager- B2B Mutual funds

4 - 8 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

IC Moneymart is an emerging mutual fund distribution platform in India, dedicated to providing comprehensive investment solutions to individuals and institutions. The company is expanding rapidly across the nation, focusing on empowering partners, IFAs, and clients with advanced tools, transparent service, and comprehensive financial planning support. As an Area Manager for B2B Mutual Funds at IC Moneymart, your role involves overseeing and expanding the distribution network in Burdwan and surrounding areas. The ideal candidate should possess hands-on experience in Mutual Fund Distribution (MFD) and a successful track record in managing B2B relationships, onboarding IFAs, and achieving sales targets. **Key Responsibilities:** - Develop and expand the IFA network in the assigned region. - Identify and onboard mutual fund distributors, sub-brokers, RIAs, and other investment professionals. - Ensure activation, training, and performance management of channel partners. - Drive mutual fund product penetration and AUM growth through the B2B channel. - Organize and conduct product training, investor awareness programs (IAPs), and partner engagement activities. - Maintain strong relationships with AMCs and internal teams. - Ensure compliance with SEBI and regulatory guidelines. - Track sales performance and prepare MIS and reports for management. **Key Requirements:** - Graduate/Postgraduate in Finance, Commerce, or related fields. - Minimum 5 years of experience in mutual fund distribution, preferably in a B2B/IFA management role. - Profound understanding of mutual fund products, financial markets, and regulatory frameworks. - Strong interpersonal and communication skills with a network of local IFAs or mutual fund partners. - Result-oriented, self-driven, and capable of handling targets independently. - AMFI/NISM certification is mandatory.,

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