ROLE & RESPONSIBILITIES
• To ideate, lead and execute plans to build Distribution network in mutual fund and all third product
sales, focusing and drive penetration in respective Area / zone.
Initiate and negotiate high-impact strategic partnerships
Possess and utilize market intelligence to develop and implement strategies for
creating/tapping new markets
Assess & track market share of the company’s product offerings, creating a prime image in
existing markets, and developing awareness in untapped markets, in comparison to other
Competitive analysis to facilitate ideas about new products / offers / schemes / incentives
that could be introduced to maximize revenues and customer experience
Explaining MF Business opportunities and earnings to interested leads.
Ensure compliance as per regulator and organization guidelines
Preparing business plans and strategies to develop the business of IFA
Passion for business, with focus on growth and expansion of customer base
Good communication skills verbal and written
Exceptional new business, cross sell and upsell skills
Sound articulating abilities and impeccable presentation skills.
Skilled negotiator with ability to develop and maintain relationships with members.
Self-starter with experience or capability to work in start-up environment.
Result oriented & problem solving
Leadership & Strategic perspective, ability to break it down to the team for relatable goals
Team player with good initiative and team spirit
• 5 – 7 years of experience in Distribution Network and minimum 3 years’ recent experience in
building IFA / DSA / MF advisors networks, with existing relationships in the sector
• Strong knowledge of Mutual fund, Insurance, Fixed income products, PMS/ AIF, all structured
products and Market Participants and other Exchanges
• Relevant AMFI and other regulatory certifications mandatory
• PG , MBA
Job Timing : 9:30 AM to 6:30 PM (2nd and 4th Saturday off)
Location : Ahmedabad