Mutual Fund Specialist

HIRING FOR Business Development Executive

Location

CTC

6 months to 2 years

to support and manage our network of Direct Selling Agents (DSAs) engaged

in mutual fund & other wealth distribution. The ideal candidate will be

responsible for ensuring smooth operational flow, resolving service issues,

and delivering tech-enabled support to enhance partner experience and thus

ensuring business outcomes by activating our existing DSA’s.

Key Responsibilities:

• Act as the primary Relationship Manager for DSAs distributing mutual funds.

• Provide tech-enabled assistance for transaction processing, reporting, and

compliance-related activities.

• Proactively resolve service-related queries to ensure uninterrupted DSA

operations.

• Conduct training sessions for DSAs on digital tools, mutual fund platforms,

and workflow optimization.

• Coordinating & activating DSA’s and lesioning with internal teams to handle

escalations and provide timely updates.

• Monitor DSA performance and deliver data-driven insights to help improve

productivity and mutual fund or wealth business of the company.

Required Skills & Qualifications:

• Minimum 2 years of experience in mutual fund operations, client servicing, or

financial product distribution.

OR

Fresher, Graduated from BBI stream

• Solid understanding of mutual fund processes, platforms, and compliance

regulations.

• Excellent communication and relationship management skills.

• Ability to analyze performance data and derive actionable insights.

• Proficiency in using digital tools, CRM platforms, and reporting systems

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