AVP - Mutual Fund Distribution & Product Strategy

• Design Business Strategy to aggressively grow Mutual Fund AUM & SIP book through Branch channel (B2C) & Partner network (B2B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters & Branches.
• Drive Mutual Fund sales and provide excellent Sales Support to Pan-India Relationship Managers, Sales & Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings/con-calls with HNI clients.
• Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch/cluster level.
• Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales & Product trainings at Pan-India level.
• Coordinate with internal Operations, Technology, & Compliance teams to ensure smooth business functioning, MIS reporting, faster query resolution, adherence to regulations and overall quality of business.

Preferred candidate profile:

• Minimum 6-7 years of experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online/offline Mutual Fund transaction process, NSE/BSE MF platform, and AMC RTA processes.
• Strong sales drive, and excellent communication, relationship management, analytical & presentation skills with pro-active attitude.
• Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool.
• Good MS-Excel and PowerPoint skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage.