Mutual Fund Distribution Executive

Job Description – Mutual Fund Distribution Executive

Company: Shilpa Stock Broker Pvt. Ltd.

Location: Fort, Mumbai

Position: Mutual Fund Distribution Executive

Experience Required: 2–3 years

Qualification: MBA (Finance/Marketing preferred)

Role Overview

We are seeking a motivated and knowledgeable Mutual Fund Distribution Executive to join our company. The candidate will be responsible for pitching mutual fund products to clients, sharing

regular performance updates, preparing reports and ensuring smooth execution of mutual fund

transactions. The role requires a strong understanding of financial markets and client relationship

management.

Key Responsibilities

• Pitch mutual fund schemes to existing and prospective clients in line with their

financial goals and risk profile.

• Execute mutual fund transactions (purchases, redemptions, switches, SIPs, STPs, etc.)

efficiently.

• Prepare and share regular portfolio performance reports with clients.

• Update clients on market movements, fund performance, and investment

opportunities.

• Ensure compliance with SEBI and AMFI guidelines in all transactions and client

communications.

• Build and maintain long-term relationships with clients to achieve business targets.

• Ensure smooth processing of MF transactions.

Desired Candidate Profile

• MBA graduate with 2–3 years of experience in Mutual Fund distribution / Wealth

Management / Financial Advisory.

• Strong knowledge of capital markets, mutual funds and financial products.

• Good communication and presentation skills.

• Ability to understand client requirements and provide suitable investment solutions.

• Proficiency in MS Excel, PowerPoint, and report preparation.

• AMFI certification (NISM V-A Mutual Fund Distributors Certification) preferred.

Job Type: Full-time

Pay: ₹400,000.00 - ₹500,000.00 per year

Work Location: In person