Salary Range
Not Disclosed
Job Summary
• Drive net inflows and sales targets across mutual fund schemes through IFAs, national distributors, banks, and direct channels.
• Activate dormant IFAs and engage wealth partners through regular training and product briefings.
• Oversee daily branch operations, investor/distributor servicing, and coordination with the Registrar and Transfer Agent (RTA) (e.g., CAMS/KFintech).
• Handle escalated customer queries, transaction rejections, and service grievances.
• Recruit, train, and manage branch sales and customer service personnel.
• Track performance metrics, conduct monthly reviews, and manage branch administrative budgets.
Requirements
- - Education: Graduate or Postgraduate (MBA in Finance, Marketing, or Business Administration preferred).
- - Experience: 5+ years of experience in mutual fund sales, asset management, or financial services branch operations.