Unit Manager

Job Description

1. Distributor/IFA Onboarding & Management Identify, recruit, and onboard new Mutual Fund Distributors/IFAs . Train and educate distributors on mutual fund products, market trends, and selling techniques. Ensure IFAs are well-equipped with digital tools, product knowledge, and sales strategies. 2. Sales Growth & Business Development Help distributors achieve their mutual fund sales targets by providing guidance and support. Conduct joint client meetings with IFAs to assist in closing deals. Analyze distributor performance and suggest strategies for improvement. Promote cross-selling of investment products to increase AUM. 3. Training & Product Awareness Organize product training sessions, webinars, and workshops for distributors. Educate IFAs on SEBI guidelines, compliance norms, and financial planning strategies. Provide regular market updates and insights to help IFAs stay informed. 4. Relationship Management & Support Act as a bridge between the company and the distributors , ensuring smooth communication. Provide personalized support to key distributors to enhance engagement and retention. Address queries and concerns regarding mutual fund schemes, platforms, and operations. 5. Marketing & Lead Generation Support Assist IFAs in generating leads through digital marketing, referrals, and networking. Provide marketing materials, presentations, and customized investment proposals. Organize investor awareness programs and events to attract potential clients. 6. Compliance & Process Adherence Ensure all distributors follow SEBI regulations and company compliance policies . Help IFAs complete KYC, documentation, and transaction processes correctly. Keep records of sales activities, client interactions, and distributor performance. 7. Performance Tracking & Reporting Regularly track and analyze sales data and distributor contributions. Provide reports to management on market trends, distributor performance, and challenges. Suggest and implement strategies to improve mutual fund penetration in the region.