Mutual fund head

Engage Experts International; Gurugram District; On-site; INR 6,000,000 - 8,500,000; Full time

Job summary

Engage Experts International seeks a senior leader to head Mutual Funds and Wealth Management sales, covering Corporate, HNI, UHNI and Retail segments with end-to-end P&L ownership. You will drive revenue, manage AMC relationships and lead a growth-driven team.

The role emphasizes client acquisition, cross-selling, and advisory expansion, leveraging CRM, MIS and AI-enabled workflows while ensuring compliance and top-tier service. Based in India, interview is face-to-face.

Qualifications

• 12-15 years of experience in Mutual Funds / Wealth Management Sales.
• 3-5 years in a team leadership / business-head role.
• Strong AMC and client relationships.
• Strong understanding of Mutual Funds, Equity & Debt Markets, Insurance and investment products.

Responsibilities

• Drive business strategy, revenue and P&L for the Mutual Fund vertical.
• Build, lead and develop a high-performing sales/RM team.
• Manage strong AMC relationships, empanelment and commercial opportunities.
• Acquire and manage Corporate, HNI, UHNI and institutional clients.
• Drive client retention, cross-sell and business expansion.
• Monitor markets and product developments to strengthen the advisory proposition.
• Develop strategic partnerships and new business channels.
• Drive technology, CRM, MIS and AI-enabled sales processes.
• Ensure strong compliance, governance and customer service standards.
• Represent SPA at relevant AMC and industry forums.

Skills

Mutual Funds

Wealth Management Sales

Team Leadership

Client Relationships

CRM

Negotiation

Stakeholder Management

Education

Finance degree

CA

CFA

MBA/PGDM

Tools

CRM

MIS

AI-enabled workflows

Job description

Experience Level: 12- 15 years of experience in Mutual Funds / Wealth Management Sales

Job Type: Full-Time

Days: 6 Days / Week (2nd and 4th Saturdays working)

Interview: Face-to-face

About our client:

Our client is a leading Direct Insurance Broking Company in life and general insurance.

Incorporated in 2004, they have worked with all top insurance companies and have been an industry

leader in corporate insurance. Their retail and digital platform guides their clients right from understanding their business and risk management philosophy to getting adequate insurance coverage and ensuring the right claims for them.

Role Overview:

Lead and drive SPA's Mutual Fund business across Corporate, HNI, UHNI and Retail segments, with end-to-end responsibility for business growth, P&L, team leadership, AMC relationships and key client acquisition.

Key Responsibilities:

• Drive business strategy, revenue and P&L for the Mutual Fund vertical.
• Build, lead and develop a high-performing sales/RM team.
• Manage strong AMC relationships, empanelment and commercial opportunities.
• Acquire and manage Corporate, HNI, UHNI and institutional clients.
• Drive client retention, cross-sell and business expansion.
• Monitor markets and product developments to strengthen the advisory proposition.
• Develop strategic partnerships and new business channels.
• Drive technology, CRM, MIS and AI-enabled sales processes.
• Ensure strong compliance, governance and customer service standards.
• Represent SPA at relevant AMC and industry forums.

Experience & Skills:

• 12-15 years of experience in Mutual Funds / Wealth Management Sales.
• 3-5 years in a team leadership / business-head role.
• Strong AMC and client relationships.
• Strong understanding of Mutual Funds, Equity & Debt Markets, Insurance and investment products.
• Strong leadership, sales, negotiation and stakeholder-management skills.
• Tech-savvy with exposure to CRM, MIS, digital tools and AI-enabled workflows.

Qualification:

• Degree in Finance with CA / CFA / MBA / PGDM preferred.
• FinTech / AI / Data Analytics / Digital Wealth certifications would be an advantage.