Executive - Sales Operations

Capitalmind Mutual Fund; Bengaluru Urban; On-site; INR 600,000 - 900,000; Full time

Job summary

A financial services company in Bengaluru seeks a professional to own distributor operations support. This role requires 2 to 5 years of experience in Sales Ops or Mutual Fund Operations. Responsibilities include acting as the first contact for operational issues, creating compliance reports, and coordinating with internal and external teams to ensure closure on issues. Candidates must possess strong execution skills, including ticketing, case tracking, and an ability to manage distributor workflows effectively. Proficiency in CRM and good analytical skills in Excel or Google Sheets are essential.

Qualifications

• 2 to 5 years in Sales Ops, Sales Support, Partner Ops, Channel Ops, or Mutual Fund Operations.
• Handled partner onboarding end to end and fixed errors within timelines.
• Strong at ticketing and case tracking with follow ups.

Responsibilities

• Own distributor operations support for the Sales team.
• Be the first point of contact for operational issues.
• Create compliance reports and monitor SLA breaches.
• Track turnaround time with the RTA for issues needing action.

Skills

AMC or RTA operations exposure

Strong follow ups and case ownership

Clear writing and structured updates

Good Excel or Google Sheets

Comfort with CRM and ticketing tools

Job description

Reporting to: Head of Sales

Work Ex: 3+ years of relevant work experience

Role purpose

• Own distributor operations support. Be the single point of contact for Sales and distributors for all ops issues.

Job Description

• Understanding of mutual fund operations and industry is must.
• Own distributor operations support for the Sales team. Be the first point of contact for the Sales team on any operational issue. Take ownership till closure.
• Help distributors get empanelled. Follow up for missing or incorrect documents. Drive the process to completion.
• Be the first point of contact for distributor operational issues. Resolve directly when possible. Escalate when needed.
• Create compliance reports for the sales team for regular reporting.
• Drive resolution with internal teams. This includes Operations, Tech, and Compliance.
• Coordinate with the RTA for issues needing their action. Track turnaround time and push for closure.
• Set clear turnaround times for key issue types. Monitor SLA breaches and reduce repeat issues.
• Maintain clean distributor data in CRM. Ensure correct codes, contacts, and segmentation.
• Publish weekly MIS. Share insights, SOPs, and FAQs. Drive process fixes and automation.

Requirements

Relevant Work experience includes

• 2 to 5 years in Sales Ops, Sales Support, Partner Ops, Channel Ops, or Mutual Fund Operations.
• Work they should have done: handled partner onboarding end to end, chased missing documents, fixed errors, and closed cases within clear timelines.
• They must be strong at execution: ticketing and case tracking, follow ups, coordination with internal Ops and RTA teams, compliance reporting.

Must have skills

• AMC or RTA operations exposure. Familiarity with distributor workflows and escalations. Strong follow ups and case ownership.
• Clear writing and structured updates.
• Good Excel or Google Sheets.
• Comfort with CRM and ticketing tools.
• Ability to coordinate across teams and push for closure.