Head - Mutual Fund Sales Drchokseyfinserv

10.0 - 20.0 years

25 - 30 Lacs

mumbai

Work from Office

Job Summary: 15 - 20 years in Mutual Fund Sales leadership roles with experience across multiple distribution models and product categories. Job Description: Strategic Mutual Fund Distribution Management Lead MF distribution across retail, HNI, and institutional segments via RM-led, partner-led, and digital journeys. Define and drive category mix strategy (Debt, Hybrid, Equity, International) aligned with investor goals and market conditions. Maintain strong partnerships with top AMCs for product access, support, and joint engagement. AUM Mobilization & Channel Target Achievement Achieve defined 50,000 Cr AUM target through a mix of SIPs, lumpsum flows, and goal-linked products. Monitor performance channel-wise D2C, RMs, partners, and campaigns. Drive month-on-month growth in active clients and wallet share. Team Leadership & Partner Network Development Build, lead, and mentor the MF sales and RM team across geographies. Define team KPIs and enablement tools to improve productivity. Manage and scale a multi-tier partner network (RIAs, IFAs, banks, digital distributors). Digital Integration & Customer Journeys Drive adoption of MF advisory journeys on platforms like Chatur Invest, including SIP planner, fund selector, and risk profiler. Ensure product relevance and accessibility across all digital customer segments. Collaborate with tech and platform teams for campaign triggers and automation. Compliance & Regulatory Adherence Ensure full compliance with SEBI, AMFI, and internal audit guidelines. Monitor transaction execution, trail commissions, KYC, and suitability filters. Prepare for periodic audit and partner due diligence checks. AMC Engagement & Product Positioning Conduct quarterly joint reviews with top AMCs to assess product performance and forward strategies. Plan co-branded webinars, investor events, and promotional campaigns. Leverage product innovation and market opportunities for campaign creation.

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