🧑💼 Mutual Fund - Assistant Sales Manager – Roles & Responsibilities An Assistant Mutual Fund Sales Manager plays a vital supporting role in driving mutual fund sales, maintaining client relationships, and contributing to business development strategies. Working under the guidance of the Sales Manager, this role focuses on achieving business targets and expanding market reach. 📈 Sales & Business Development 1. Sales Strategy Assistance Support in designing and executing mutual fund sales plans Contribute to setting monthly/quarterly sales goals 2. Client Relationship Management Assist in nurturing existing client relationships Help identify cross-selling and upselling opportunities 3. Lead Generation Identify and qualify potential clients via digital campaigns, referrals, and fieldwork Track leads in CRM systems or internal databases 4. Sales Support Activities Help prepare presentations, brochures, and product documents Coordinate sales meetings and follow-ups 5. Market Research Monitor mutual fund industry trends and competitor movements Analyze customer preferences and feedback 6. Reporting & MIS Prepare daily/weekly/monthly reports on sales performance Share insights with sales leadership to aid decision-making 👥 Client Acquisition & Retention 1. Client Onboarding Guide new clients through KYC, risk profiling, and investment setup Ensure documentation is complete and compliant 2. Communication & Servicing Handle inbound client queries and concerns professionally Provide timely updates on NAVs, fund changes, and product offerings 3. Client Education Educate investors about mutual fund benefits, SIPs, and long-term planning Conduct awareness sessions or 1-on-1 guidance where needed 🛠️ Additional Responsibilities 1. Internal & Distributor Training Assist in training sessions on new fund launches or updated sales tactics 2. Compliance & Ethics Ensure all sales practices follow SEBI and AMFI guidelines Maintain records as per audit and compliance requirements 3. Cross-Department Collaboration Liaise with marketing for campaign alignment Coordinate with back-office for client servicing and transaction issues 4. Product & Industry Knowledge Stay updated on all fund schemes, returns, risk profiles Understand macroeconomic trends affecting investor behavior 🎯 Success Traits for the Role Strong interpersonal and communication skills Basic knowledge of financial markets and investment products Attention to detail and client-first attitude Ability to work collaboratively and meet targets
📢 Job Opening: Regional Marketing Manager / Executive (Margao & Mapusa) 📍 Location: Margao & Mapusa, Goa 🗂️ Position: Regional Marketing Manager / Executive 📅 Experience: 0–5 years (MBA Marketing freshers can apply) 📑 Employment Type: Full-Time 🌐 Company Website: www.lokmanyasociety.org About the Role: We are looking for a dynamic and results-driven Regional Marketing Manager / Executive to lead our marketing initiatives in Margao & Mapusa. The ideal candidate will have a strong interest or experience in sponsorships, brand activation, event management, and BTL activities to drive brand visibility and business growth. Key Responsibilities: ✅ Develop and implement regional marketing plans in line with the overall brand strategy. ✅ Identify, negotiate, and manage sponsorships and partnerships to maximize brand reach. ✅ Plan and execute brand activation campaigns to effectively engage target audiences. ✅ Organize and manage events, exhibitions , and on-ground activities in the region. ✅ Lead BTL (Below the Line) marketing initiatives including promotional activities, mall activations, roadshows, etc. ✅ Monitor budgets, ROI, and ensure all activities are delivered within agreed timelines. ✅ Build and maintain strong relationships with local partners, vendors, and agencies. ✅ Analyze market trends, consumer insights, and competitor activities to identify growth opportunities. Mandatory Skills: ✔️ Sponsorship Management ✔️ Brand Activation ✔️ Event Management ✔️ BTL Marketing Activities ✔️ Excellent Negotiation & Vendor Management Skills ✔️ Strong Communication and Team Leadership Qualifications: 🎓 Bachelor’s or Master’s degree in Marketing, Business Administration, or a related field. Fresh MBA Marketing graduates are welcome to apply! How to Apply: 📩 Send your updated resume to mgr.tna@lokmanyasociety.org with the subject line: “Regional Marketing Manager / Executive – Margao & Mapusa” ✨ Join our team and help us create impactful regional campaigns!
Company Description With a rich legacy of over 30 years, Lokmanya Multipurpose Cooperative Society Limited is an organization based in Belgaum, Karnataka, empowering people through financial services and diverse offerings. Lokmanya operates 213 branches across Karnataka, Maharashtra, Goa, and Delhi. Our financial products range from fixed deposit, recurring deposit, and pigmy deposit to various insurance solutions. Founded by Shri. Kiran D. Thakur in 1995, Lokmanya is driven by the vision of enabling people to achieve their dreams and ambitions through financial support. Role Description This is a full-time, on-site role for a Regional Marketing Manager located in Madgaon. The Regional Marketing Manager will be responsible for developing and implementing marketing strategies, managing marketing campaigns, conducting market research, and overseeing regional marketing activities. The role also includes collaborating with cross-functional teams, managing budgets, and analyzing marketing performance metrics to ensure successful regional marketing operations. Qualifications Experience in developing and implementing marketing strategies and managing marketing campaigns Strong market research and data analysis skills Proficiency in digital marketing, content marketing, and social media marketing Excellent communication, leadership, and project management skills Ability to work collaboratively with cross-functional teams and manage budgets Experience in the financial services industry is a plus Bachelor's degree in Marketing, Business Administration, or a related field