AVP - Mutual Fund Distribution & Product Strategy

AnandRathi; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

AnandRathi is seeking a seasoned professional to design business strategies that drive growth in Mutual Fund AUM and SIP through both B2C and B2B channels across India. The role demands strong sales capabilities, analytical skills, and excellent relationship management.

The ideal candidate should have 6-7 years of experience in mutual fund sales or business development. Expertise with Mutual Fund transaction processes and a proactive attitude towards sales is crucial for success in this role.

Qualifications

• 6-7 years of experience in Mutual Fund sales or business development.
• Familiarity with NSE/BSE MF platform and AMC RTA processes.
• Experience in designing digital marketing drives.

Responsibilities

• Design business strategy to grow Mutual Fund AUM & SIP book.
• Drive Mutual Fund sales support to Relationship Managers.
• Provide business development support by spotting AUM growth opportunities.
• Maintain relationships with AMCs and drive new product launches.
• Coordinate with internal teams for smooth business functioning.

Skills

Sales drive

Communication skills

Relationship management

Analytical skills

Presentation skills

MS-Excel

PowerPoint

Tools

Morning Star

Accord

Ngen

Marketing automation tools

Job description

• Design Business Strategy to aggressively grow Mutual Fund AUM & SIP book through Branch channel (B2C) & Partner network (B2B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters & Branches.
• Drive Mutual Fund sales and provide excellent Sales Support to Pan-India Relationship Managers, Sales & Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings/con-calls with HNI clients.
• Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch/cluster level.
• Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales & Product trainings at Pan-India level.
• Coordinate with internal Operations, Technology, & Compliance teams to ensure smooth business functioning, MIS reporting, faster query resolution, adherence to regulations and overall quality of business.

Preferred candidate profile

• Minimum 6-7 years of experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online/offline Mutual Fund transaction process, NSE/BSE MF platform, and AMC RTA processes.
• Strong sales drive, and excellent communication, relationship management, analytical & presentation skills with pro-active attitude.
• Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool.
• Good MS-Excel and Powerpoint skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage.