Unit Manager

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.