with distributors, advisors, banks, and investors to
increase Mutual Fund / AMC product penetration and AUM (Assets Under Management)
.
Key Responsibilities
1?
Distributor & Channel Management
Build and maintain relationships with:
Mutual Fund Distributors (MFDs)
IFAs (Independent Financial Advisors)
Banks & NBFC partners
Support distributors with:
Product information
Sales strategies
Investor awareness programs
2?
Sales & Business Development
Promote AMC products:
Equity Funds
Debt Funds
Hybrid Funds
SIP & NFOs
Achieve targets related to:
AUM growth
SIP registrations
New folios
Conduct sales meetings & presentations
3?
Investor & Advisor Education
Conduct:
Investor Awareness Programs (IAPs)
Distributor training sessions
Explain:
Market outlook
Fund performance
Asset allocation strategies
4?
Market Intelligence & Reporting
Track competitor AMC products
Monitor market trends & investor behavior
Prepare daily/weekly sales MIS reports
Share feedback with product & fund management teams
5?
Compliance & Process Support
Ensure SEBI & AMFI guidelines compliance
Support documentation & onboarding processes
Follow ethical selling practices
Avoid mis-selling
Skills Required
Strong communication & presentation skills
Relationship building & negotiation
Basic understanding of capital markets
Sales mindset with advisory approach
Time & territory management