Retail sales - Mutual Fund

This role is for one of Weekday’s clients
Salary range: Rs 600000 - Rs 1400000 (ie INR 6 - 14 LPA)

Min Experience: 3+ years
Location: Delhi, India, Surat, Gujarat, India, Bengaluru, Karnataka, India
JobType: full-time

Requirements

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.

Must-have skills

AMC, Mutual Funds