Area Manager- B2B Mutual funds

About IC Moneymart:

IC Moneymart is one of India's emerging mutual fund distribution platforms, offering comprehensive investment solutions to individuals and institutions. We are rapidly expanding our presence across India, with a focus on empowering partners, IFAs, and clients with cutting-edge tools, transparent service, and holistic financial planning support.

Role Overview:

Area Manager – B2B Mutual Funds

Key Responsibilities:

• Develop and expand the

  IFA (Independent Financial Advisor)

  network across 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 (Asset Management Companies)

  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.

• 3–5 years of proven experience

  in mutual fund distribution, preferably in a B2B/IFA management role.
• Sound 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.