Job Description

POSITION: Deputy Manager - Business Support
Reports to (Position): Regional Head - Retail Sales
Position Purpose: The Deputy Manager - Sales Support will play a key role in enabling the sales team with timely information, operational coordination, distributor servicing, and MIS/reporting support. This position is critical to ensuring smooth sales operations, stronger distributor engagement, and effective business enablement across regions. The ideal candidate should have strong analytical ability, a customer centric approach, knowledge of mutual fund operations, and the capability to collaborate seamlessly with internal and external stakeholders.
Principal Accountabilities:
? Support the regional head in MIS and analytics by preparing and maintaining MIS reports including AUM dashboards, sales performance trackers, SIP trends, channel productivity, and distributor contribution etc as required.
? Responsible for data compilation for NFOs, product launches, and marketing campaigns & market intelligence etc
? Assist the regional and zonal heads with actionable insights to support decision making and performance reporting.
? Consolidate inputs from branches to contribute to regional strategy formulation.
? Support campaigns, product launches, sales drives, and promotional initiatives
? Create basic presentations, MIS reports, and ad-hoc analyses as and when required.
? Assist in special projects initiated by the Regional Head
? Assist in coordination of event logistics, collaterals, and standard communication templates for sales & distributor engagement programs.
? Maintain updated product decks, presentations, and sales enablement material for sales team with excellent coordination with digital/marketing/product teams.
? Track and assist in distributor empanelment and documentation
? Support in implementing standardized SOPs for sales support functions across regions.
? Track compliance of teams in line with SEBI/AMFI guidelines.
Knowledge, Skills, Competencies, and Certifications
Certifications
? NISM Series V A - Mutual Funds Distributor Module certified
? NISM Series XXI A - NISM PMS
Skills & Competencies
? Strong hands-on experience in Excel, PowerPoint.
? Working knowledge of mutual fund distributor processes, brokerage structures, commission calculators, and industry platforms.
? Familiarity with CAMS/KFintech reporting, empanelment processes, and AMFI guidelines.
? Strong communication and ability to manage multiple stakeholders.
? Customer centric and solution oriented mindset.
Preferred Industry ? Graduate/Postgraduate in Business, Finance, Economics, or related field.
Experience ? 3-5 years of experience in analytics, MIS, or business support roles (preferably in AMC, banking, or financial services)

Skills Required