0 years

3 - 7 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities1. Sales Strategy & Execution

  • Develop and implement sales strategies to achieve revenue targets for mutual funds (equity, debt, hybrid, ETFs).
  • Identify new business opportunities (HNI, retail, institutional clients).
  • Monitor market trends and competitor activities to refine sales tactics.

2. Team Leadership & Development

  • Lead, mentor, and motivate a team of mutual fund advisors/sales executives.
  • Conduct regular training sessions on product updates, sales techniques, and compliance.
  • Set individual/team KPIs and track performance through CRM tools.

3. Client Relationship Management

  • Build and maintain strong relationships with key clients, distributors, and channel partners.
  • Address client queries, resolve complaints, and ensure high satisfaction levels.
  • Conduct client meetings, presentations, and portfolio reviews.

4. Compliance & Reporting

  • Ensure all sales activities adhere to AMFI, SEBI, and internal compliance guidelines.
  • Maintain accurate records of client interactions, transactions, and sales reports.
  • Prepare and submit sales forecasts, performance reports, and market feedback to senior management.

5. Market Expansion & Brand Building

  • Represent the company at industry events, investor meets, and conferences.
  • Collaborate with marketing teams to run promotional campaigns (e.g., NFO launches, SIP drives).
  • Strengthen the company’s brand as a trusted mutual fund distributor.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹60,000.00 per month

Work Location: In person

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