12 Mfd Jobs

- Conducting market research to identify selling possibilities and evaluate customer needs - To prospect for new clients by networking, cold calling, researching or other means of generating interest from potential clients. - Responsible to generate targeted leads per day - Identify and call prospects and explain company product - Schedule meeting / demo, if directed by reporting manager - Follow up with the respective internal stake holders for lead closure / on boarding - Develop and maintain excellent relationships with clients and a positive reputation within the industry. - Act as an adviser to key customer stakeholders to drive product adoption. - Maintain strike rate for conversion of cold calls to prospective lead - MIS & Reporting as required by Reporting Manager - Lead/ database generation, cold calls / filed visits for client acquisition. - Collaborate with team members to achieve better results - Gather feedback from customers or prospects and share with internal teams

Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Contributing to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deep markets Generating Business Devise strategies for driving distributor relationships, sales targets and market share from the assigned channel. Lay out the roadmap for broad basing the number of sales points (distributors) by identifying & driving the tie ups with various distributor groups. Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule teams activities so these targets are met. Leading and monitoring the team efficiency, sales target achievement and sales effort through regular call reports, MIS and ensuring the adherence to the sales process of the organization. Drive profitability & market share from the sourced AUM by the team. Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench the brand and advance sales. Developing markets, improving market share as well as taking care of distributor learning across funds and various investment products on offer. Maintain & prioritize regular contact with distributors to sustain and improve the relationship. Ensure our distributors have a detailed understanding of our funds & products. Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. Identify, research, and contact prospective distributors and build positive relationships that will generate future sales and repeat business Sales support and market intelligence Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization. Track & rectify any gaps in daily Sales MIS across various products for the channel. Inculcate an attitude of continuous learning & improvement within the team. Ensure team is up to date on product knowledge & market information. Drive awareness on other organization processes & initiatives in the team. Track activities & sales expenses incurred during the month and drive focused products & share feedback with the team. Co-ordinate inter departmental efforts for flawless transaction experience for the distributor. Knowledge / Skills / Education Qualifications: Excellent inter personal skills, communication & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets. Good knowledge of MS Word, Excel and PowerPoint Strong on analytics and problem-solving skills. Coaching skills. NISM Series V - Mutual Funds Distributor Module certified Personal Characteristics and Behaviors: Excellent & respectful Communication Thinking ahead & making fact-based decisions Passion for excellence through strong execution A positive and go getter attitude, strong leader. Display entrepreneurial drive, passion and enthusiasm. Customer oriented attitude

Urgent Opening | IFA Vertical Alternate Business for Leading Asset Mangement Company Location: Mumbai,Bangalore,Chennai,Ahmedabad,Pune CTC:Upto 20 LPA Experience: 3–8 years preferred What You’ll Do: Build and manage strong relationships with IFAs Drive business growth in PMS, AIF, and other alternate products Educate partners on product offerings and market trends Collaborate across teams to deliver a seamless experience Who You Are: A people person with strong communication skills Experienced in Mutual Funds/PMS/AIF distribution Proactive, target-driven, and growth-focused

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Job Location: Mumbai(South/Harbour line) Experience Required: 4 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their queries and ensuring timely resolution. Develop long-term relationships with key distributors to drive consistent business. Monitor competitor activity and strategize countermeasures to maintain market share. Organize events, conferences, and training sessions for IFAs to promote brand recall and knowledge enhancement. Collaborate with distributors to enhance their soft skills in communication and client interaction. Candidate Profile: Excellent communication skills, polished demeanor, and confident personality are a must. Bold and proactive in managing distributor relationships and driving business growth. Qualifications: Graduate/Postgraduate NISM certifications (if applicable) are preferred. Interested candidates can share their updated resume at- aanchal@avaniconsulting.com Or what's app at-9917283370 Regards, HR Aanchal

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To identify challenges, resolving queries and garnering business from the channel partners. To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the partners. Identifying and providing training and updation on all the new and regular products. Complete compliance updated communication to be sent to the channel partners. Develop and maintain a long-term relationship with Channel partners. Able to derive the monthly sales plan and ensure regular contact with all mapped partners through regular weekly / monthly calls. Preferred candidate profile

Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports, to Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility

Overview: Finhaat Wealth is an integrated financial products distribution platform serving investors pan-India through its channel partners. Finhaat Wealth Relationship Manager is responsible for onboarding and nurturing strong, long-term relationships with Individual Partners (Financial Product Distributors/ ARN Holder). The role includes acquiring new Partners as well as managing existing Partner relationships, by offering high-quality engagement to empower Partners and enable product sales. Role & responsibilities Partner Acquisition & On-boarding Recruit existing ARN holders as Partners by presenting them the Finhaat Wealth proposition Identify & meet/e-meet the potential leads who are open to become financial product distributors. Explain the business opportunity of becoming a Partner (ARN Holder) with Finhaat Wealth Ensure completion of on-boarding process for Partner through your operations team Partner Relationship Management Develop positive & long-lasting relationship with Partners Building a comprehensive Business Development plan for Partners Providing training to partners on various financial products: Mutual Funds, Digital Gold, EMI Gold, Insurance Educating partners on specific product propositions to increase product sales Evaluating sales performance of partners & recommending improvements Preferred candidate profile Willingness to develop strong understanding of financial markets, investment products, and wealth management strategies. Excellent analytical, quantitative, and problem-solving skills. Good interpersonal and communication skills, with the ability to build trust and rapport with partners/investors. High ethical standards and commitment to maintaining partner/investor confidentiality. Effective networking and relationship-building abilities. Working Conditions: Professional office environment with frequent digital meetings with partners/investors. Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package including health insurance, life insurance, provident funds etc. Professional development opportunities and support for continuing education and learning.

*Role Type:* Individual Contributor *Reporting To:* Team Leader Key Responsibilities: Achieve sales targets through active distributor engagement. Strengthen relationships with channel partners and provide ongoing support. Deliver product training, marketing assistance, and conduct joint investor meetings. Organize distributor events and investor education programs. Provide market and competitor insights to internal teams. Qualifications & Skills: Minimum 4 years of experience in mutual fund or financial services sales. Strong knowledge of investment products, especially mutual funds. Excellent communication, relationship-building, and presentation skills. NISM Series V-A certification is mandatory

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

Role & responsibilities Business Development: Identify, onboard, and develop new Mutual Fund Distributors (MFDs), family offices Generate incremental AUM from both new and existing channel partners. Relationship Management: Manage and deepen relationships with existing partners to enhance business potential. Regularly engage with MFDs, NDs, RDs, and other stakeholders through meetings, calls, and events. Sales Enablement & Training: Conduct product and sales training sessions for partners to enhance their understanding and promote relevant schemes. Work closely with internal teams and group companies to create cross-sell opportunities. Market Intelligence: Stay abreast of market trends across equity, debt, and other asset classes. Preferred candidate profile Candidates from AMC / NBFC handling MFD is preferred

Role & responsibilities Ability to lead and motivate teams, delegate tasks, and manage resources effectively. Strong knowledge of quality control procedures, statistical analysis, and quality management systems. Ability to identify problems, analyze data, and develop effective solutions. Excellent written and verbal communication skills to effectively communicate quality-related information to various stakeholders. High degree of attention to detail to ensure accuracy and consistency in all aspects of quality assurance. Ability to build strong working relationships with colleagues, suppliers, and customers. A commitment to continuous improvement and innovation in quality practices. Hands on experience of measuring instruments (CMM and complex measuring instruments like Comtrace CV 3000 & 3100, Video Measuring System, (Batty, Arcs & Mitutoyo), Surface Finish Tester (Zeiss & Mitutoyo), Roundness Tester Profile Projector. Hands on experience in Non-destructive testing like PFD, MFD, Conductivity, Hardness testing, Acid etch inspection & Anodic flaw detection (NAS-410). Hands on experience of Special processes like different types of Anodizing processes, Shot Peening, Vacuum Blasting, Painting, Dry Lubrication Application, Passivation, Acid Etch inspection etc. (Airbus & Boeing). Hands on experience understanding and solving problems, to meet GD & T requirement while manufacturing product. Knowledge of different Manufacturing processes & Special Processes (Machining, Sheet Metal, Forging, Casting, Welding, Heat Treatment, Plating, Painting& Different Special Processes. Knowledge on ISO/TS -16949 and AS9100 standards. Knowledge on NADCAP requirements of chemical processing (Anodizing, Cadmium plating, shot peening & NDT processes. APQP, PPAP, MSA, SPC, 6, PFD, PFMEA, Control plan, 7QC tools, CAPA/CAR, 8D, SOP, Poke-Yoke, PPM reduction, Kaizen, 5S Concept and Waste Elimination, Why-why analysis. Industry experience: Aerospace & Defence Machining, Tooling & Assembly. Manages quality labs & CMMs machines for testing & inspection of products & processes. Co-ordinates & gets approval of First Article Inspection (FAIR) reports for development & industrialization of the products in the company.