Team Lead - Mutual Funds (PSS07760)

About The Company

Primary Job Responsibilities

• Drive mutual fund sales through national distributors and banking partners in the Mumbai region.
• Develop and maintain strong relationships with key clients and channel partners to enhance market share.
• Conduct regular meetings with distributors and clients to understand their needs and ensure effective feedback communication within the organization.
• Identify, onboard, and activate new distributors to increase overall share of business.
• Strengthen long-term core assets through consistent incremental net sales.
• Improve collections and boost market presence through effective brand engagement initiatives.
• Ensure continuous relationship management to generate repeat and referral business.
• Monitor competitor activities and market shifts to provide timely strategic feedback to senior management.
• Execute sales strategies and achieve defined business objectives and performance targets.
  

Knowledge And Skills Required

• Strong understanding of capital markets and distribution dynamics in the mutual fund industry.
• Proven ability to influence and communicate effectively across internal and external stakeholders.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• Self-motivated with a positive attitude, leadership mindset, and strong execution orientation.
• NISM VA certification required or to be completed prior to joining.
  

Educational Qualifications

• MBA or equivalent postgraduate degree in business, finance, or related discipline.