Cluster head -(Mutual Fund Distributor & with AIF Sales Capability)
Cluster head -(Mutual Fund Distributor & with AIF Sales Capability)
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Job Description
We are looking for an experienced and self-driven Mutual Fund Distributor who can also handle the distribution of Alternative Investment Funds (AIFs). The ideal candidate must have a solid background in financial services a strong understanding of investment products and a well-established client base in mutual fund distribution.
Key Responsibilities:
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Distribute and sell mutual fund schemes and AIF products to retail and HNI clients.
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Build and manage client relationships focusing on long-term wealth creation and financial planning.
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Identify clients financial goals and recommend appropriate investment solutions.
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Keep clients updated on portfolio performance and market developments.
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Meet sales and revenue targets through effective client engagement and cross-selling.
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Stay updated with regulatory guidelines (SEBI AMFI etc.) and ensure full compliance.
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Organize investor awareness programs and seminars/webinars.
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Generate leads through referrals networking and existing relationships.
Key Requirements:
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Must be a certified Mutual Fund Distributor (ARN Holder).
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Proven experience in selling mutual funds and exposure to AIF products.
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Strong knowledge of the financial services industry and investment products.
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A solid customer base in mutual fund distribution is a must.
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Excellent communication interpersonal and client-handling skills.
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Ability to understand client needs and offer customized solutions.
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Self-motivated with strong business acumen.
Preferred Qualifications:
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Graduate/Postgraduate in Finance Commerce Economics or related field.
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NISM certification(s) as required for mutual fund and AIF distribution.
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Experience working with wealth management firms NBFCs or financial advisory companies is a plus.
mutual fund distribution,investment,sales target achievement,alternative investment funds (aif),financial planning,lead generation,regulatory compliance,investment solutions,mutual funds,client relationship management,aif,financial services,networking
Employment Type
Full Time
