Job
Description
Role Overview: As a Manager of Mutual Fund Sales at Navi in Bangalore, you will be a vital part of the Investments team responsible for managing the portfolio of investment products, including mutual funds and digital gold. Your main focus will be on driving mutual fund sales and business growth through strong client relationships, market insight, and strategic collaboration. You will play a crucial role in expanding the client base, enhancing product visibility, and ensuring a high standard of service in a dynamic and performance-driven environment. Key Responsibilities: - Actively prospect new clients, such as individual investors, financial advisors, and institutions, to promote the company's mutual fund offerings. - Meet and exceed monthly, quarterly, and annual sales targets. - Develop and maintain strong relationships with key clients to drive sales and product awareness. - Stay informed about the latest market trends, economic conditions, and regulatory changes impacting mutual funds. - Provide clients with in-depth knowledge of mutual fund products, investment strategies, and portfolio construction. - Maintain regular communication with existing clients to ensure ongoing satisfaction, cross-selling, and upselling opportunities. - Prepare and submit sales reports, pipeline updates, and market intelligence to management. - Work closely with the marketing and product teams to create promotional materials and campaigns to support mutual fund sales. - Collaborate with internal departments to resolve client concerns and ensure seamless service delivery. Qualifications Required: - Education: Bachelor's or Master's degree in Finance, Business, Economics, or a related field. - Experience: Minimum 2-5 years of experience in sales within the financial services or investment management industry, preferably with a focus on mutual funds. - Skills & Competencies: Excellent communication and presentation skills, strong negotiation and closing abilities, ability to build and maintain relationships with key stakeholders, self-motivated and results-oriented, proficient in Microsoft Office Suite and CRM tools. - Personal Attributes: High level of integrity and professionalism, customer-centric approach with a focus on delivering exceptional service, strong problem-solving skills, ability to think strategically, ability to thrive in a fast-paced, target-driven environment. Additional Details: Navi is shaping the future of financial services for a billion Indians through simple, accessible, and affordable products. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold, they are building tech-first solutions with a strong customer-first approach. Founded in 2018 by Sachin Bansal & Ankit Agarwal, Navi is one of India's fastest-growing financial services organizations with a culture based on ambition, perseverance, self-awareness, ownership, and integrity.,
