2 - 7 years

3 - 4 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Sales & Relationship Management:
  • Drive sales by managing relationships with Individual Distributors (IFAs) and National Distributors (NDs).
  • Achieve assigned sales targets by engaging with distributors and ensuring consistent business growth.
Client Engagement & Meetings:
  • Conduct one-on-one meetings and group interactions with distributors to strengthen relationships.
  • Actively participate in branch-level sales enablement activities, such as Investor Awareness Programs and Distributor Large-Format Meetings.
Business Development & Market Outreach:
  • Identify opportunities to expand distributor engagement and enhance mutual fund distribution.
  • Support the execution of distributor training, product discussions, and business-building initiatives.
Reporting & CRM Management:
  • Maintain accurate records of all meetings and interactions in the CRM system on, preferable on a daily basis.
  • Provide timely updates on distributor feedback, market trends, and sales performance.
What ideal qualifications, skills & experience would help someone to be successful
  • Graduate/Postgraduate in Finance, Business, or a related field.
  • 6 months to 2 years of experience in sales, distribution, or business development, preferably within mutual funds, insurance, or financial services.
  • Freshers with strong communication skills and sales aptitude may also apply.
  • Basic understanding of mutual funds and financial products; prior experience in BFSI is an advantage.
  • Demonstrates solid sales acumen and strong relationship management capabilities.
  • Self-motivated and proactive in building and nurturing client relationships.
  • Comfortable participating in group meetings and large-format events.
  • Proficient in MS Office applications (Word, Excel, PowerPoint).
  • Familiarity with the geography of Jaipur is essential.
  • Proficient in English and Hindi.
  • A valid NISM Series V-A Mutual Fund Distributor Certification is required before commencing work.

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