Retail Sales - Mutual Fund

Location - Mumbai, Chennai, Delhi, Rajkot, Jaipur

Who are we looking for:

Minimum 6-8 years of experience with Mutual Fund companies managing MFD/IFA Channel.

Mandatory NISM VA Certification.

Graduate/MBA in Finance, Marketing, or related field preferred.

Strong knowledge of mutual funds, capital markets, and investment products.

Strong team collaboration skills with a focus on driving collective outcomes.

Excellent communication, presentation and problem-solving skills.

Relationship-building and channel management abilities.

What you will do day to day

Expand market presence by identifying and onboarding new distributors and IFAs.

Promote equity, debt, hybrid, and solution-oriented mutual fund schemes based on investor needs.

Analyze the asset allocation of distributors to customize the approach in accordance for focused selling.

Increase visibility with the distributors through calls, 1-on-1 meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributors RM/clients of distributors.

Develop long-term association with the key/potential distributors to generate repetitive business.

Support distributors in terms of Product updates, Query resolution and ensuring proper follow-up.

Ensure the distributors are trained on all products and operational procedures and informed on the Regulatory fee on regular basis.

Participate in investor awareness programs, seminars, and local events to drive category and scheme-level awareness.

Create brand awareness by organizing events, conferences, and product sessions for distributors for top-of-the-mind recall.

Share periodic MIS, activity reports, and sales forecasts with regional leadership.

Provide insights on territory trends, distributor behaviour, and investor sentiment.

Ensure adherence to all regulatory guidelines (SEBI/AMFI) and internal compliance frameworks.

Ensure accurate documentation, KYC adherence, and clean audit-ready practices.