Head - Mutual Fund Sales

Job Summary:

15 - 20 years in Mutual Fund Sales leadership roles with experience across multiple distribution models and product categories.

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.