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