Mutual Fund Sales & Distribution Associate

AXIS DIRECT; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

AXIS DIRECT is seeking a Mutual Fund Sales & Distribution professional to drive MF business across Channel Sales, Retail Sales, Branch and P&A channels. The role focuses on AUM growth, revenue generation, SIP penetration, customer activation and retention, while supporting sales teams through product knowledge and AMC coordination.

You will coordinate with AMCs, manage campaigns and NFO initiatives, and analyze channel and product performance to identify opportunities.

Qualifications

• 3+ years of experience in Mutual Fund Sales / Distribution / Wealth Management / Retail Financial Products.
• Hands-on experience in offline MF distribution and branch-led sales.
• Experience working with Branch, Retail, Channel Sales or P&A teams.
• Strong understanding of Mutual Funds, SIPs, NFOs, AUM and revenue models.
• Experience in AMC coordination and stakeholder management.
• Strong sales orientation with good analytical and business acumen.
• Excellent communication and presentation skills.
• Ability to work with Sales, Operations, Legal, Compliance and AMC teams.
• Comfortable working in a target-driven environment.

Responsibilities

• Drive Mutual Fund sales across Channel, Retail, Branch & P&A channels.
• Drive AUM growth, revenue, SIP acquisition and customer activation.
• Work closely with Sales and Dealing teams to achieve business targets.
• Support sales teams with MF product knowledge, updates and sales inputs.
• Plan and execute MF campaigns, contests, sales drives and NFO initiatives.
• Drive SIP and NFO penetration across branch and retail customers.
• Analyse channel/product-wise performance and identify business opportunities.
• Coordinate with AMCs for product launches, training, campaigns and market updates.
• Support AMC empanelment in coordination with Legal and internal teams.
• Ensure timely circulation of product updates, NFO calendars and sales material.
• Coordinate with Operations and internal stakeholders to resolve product/process issues.
• Track branch-wise, channel-wise and product-wise AUM, sales and revenue performance.
• Prepare and maintain MIS and business performance reports.
• Stay updated on MF industry trends, market developments and competitor offerings.
• Ensure adherence to regulatory, compliance and internal distribution guidelines.

Skills

Mutual Fund Sales

Offline MF Distribution

Branch-led Sales

Channel Sales

AUM Growth

Revenue Generation

SIP Penetration

AMC Coordination

Stakeholder Management

Communication Skills

Presentation Skills

Target-driven

Job description

Role Overview

We are looking for a Mutual Fund Sales & Distribution professional to drive MF business across Channel Sales, Retail Sales, Branch and P&A channels. The role will focus on AUM growth, revenue generation, SIP penetration, customer activation & retention, along with supporting sales teams through product knowledge, sales initiatives and AMC coordination.

Key Responsibilities

• Drive Mutual Fund sales across Channel, Retail, Branch & P&A channels.
• Drive AUM growth, revenue, SIP acquisition and customer activation.
• Work closely with Sales and Dealing teams to achieve business targets.
• Support sales teams with MF product knowledge, updates and sales inputs.
• Plan and execute MF campaigns, contests, sales drives and NFO initiatives.
• Drive SIP and NFO penetration across branch and retail customers.
• Analyse channel/product-wise performance and identify business opportunities.
• Coordinate with AMCs for product launches, training, campaigns and market updates.
• Support AMC empanelment in coordination with Legal and internal teams.
• Ensure timely circulation of product updates, NFO calendars and sales material.
• Coordinate with Operations and internal stakeholders to resolve product/process issues.
• Track branch-wise, channel-wise and product-wise AUM, sales and revenue performance.
• Prepare and maintain MIS and business performance reports.
• Stay updated on MF industry trends, market developments and competitor offerings.
• Ensure adherence to regulatory, compliance and internal distribution guidelines.

Key Performance Indicators

• Mutual Fund AUM Growth
• Revenue Achievement
• SIP Acquisition & Activation
• Channel-wise MF Sales
• Customer Activation & Retention
• NFO / Product Sales
• AMC Relationship & Coordination
• Sales Campaign Effectiveness
• Monthly & Quarterly Business Target Achievement

Candidate Profile

• 3+ years of experience in Mutual Fund Sales / Distribution / Wealth Management / Retail Financial Products.
• Hands-on experience in offline MF distribution and branch-led sales.
• Experience working with Branch, Retail, Channel Sales or P&A teams.
• Strong understanding of Mutual Funds, SIPs, NFOs, AUM and revenue models.
• Experience in AMC coordination and stakeholder management.
• Strong sales orientation with good analytical and business acumen.
• Excellent communication and presentation skills.
• Ability to work with Sales, Operations, Legal, Compliance and AMC teams.
• Comfortable working in a target-driven environment.

Preferred Experience

Candidates with experience in Mutual Fund distribution through Branch Banking, Retail, Channel Sales, P&A or other offline financial-services distribution models will be preferred.