Retail sales - Mutual Fund
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- Salary
- ₹6 - 14 LPA
- Experience
- 3+ yrs
- Location
- Delhi, India, Surat, Gujarat, India, Bengaluru, Karnataka, India
About the role
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.
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