Area Manager- B2B Mutual funds

Job Description

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: We are looking for a driven and experienced Area Manager – B2B Mutual Funds to oversee and grow our distribution network in Burdwan and surrounding areas. The ideal candidate will have hands-on experience working in the Mutual Fund Distribution (MFD) ecosystem and a strong track record of managing B2B relationships, onboarding IFAs, and driving sales targets. 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.