Job Summary:
The Manager / Sr. Manager - MFD Channel will be responsible for empanelling and activatingdentified mutual fund distributors (MFDs) with a market Assets Under Management (AUM) between 10 Crores to 200 Crores. The incumbent will work towards building a strong asset base for the Mutual Fund, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF)
...
through these mapped and empanelled distributors.
Key Responsibilities
1. Empanelment and Activation:
- Identify and empanel mutual fund distributors whose market AUM falls between 25 Crores to 200 Crores.
- Activate the empanelled MFDs to achieve targeted business goals.
- Conduct regular follow-ups and engagement activities to ensure continuous activation and business flow. 2. Relationship Management:
- Build and maintain strong relationships with empanelled MFDs.
- Provide regular support, training, and updates on product offerings, market trends, and investment strategies.
- Address any issues or concerns raised by the distributors promptly and effectively. 3. Business Development:
- Develop and implement strategies to grow the asset base through the mapped MFDs.
- Monitor and analyse the performance of distributors to identify growth opportunities and areas of improvement.
- Drive sales and AUM growth for Mutual Funds, PMS, and AIF products. 4. Market Intelligence:
- Keep abreast of market trends, competitor activities, and regulatory changes.- Gather insights on distributor needs and preferences to tailor offerings and strategies accordingly.
5. Reporting and Compliance:
- Preferably NISM VA & 21A Certified, or joining will be subject to these certifications.
- Ensure compliance with all regulatory and internal policies while engaging with MFDs.
- Maintain accurate records of interactions and transactions with distributors. Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field. A master’s degree or relevant professional certifications (e.g., CFA, CFP) is a plus.
- Proven experience in sales, distribution, or relationship management within the financial services industry, particularly in mutual funds, PMS, and AIF , Insurance , Sub broking
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work independently and as part of a team, with a proactive and results-oriented approach. Preferred Skills and Experience: -
- Demonstrated ability to empanel and activate distributors with a significant AUM.
- Experience in building and managing relationships with high-net-worth distributors.
- Knowledge of investment products and strategies suitable for different market segments.
- Analytical skills to assess market conditions and distributor performance.
experience
8show more Job Summary:
The Manager / Sr. Manager - MFD Channel will be responsible for empanelling and activatingdentified mutual fund distributors (MFDs) with a market Assets Under Management (AUM) between 10 Crores to 200 Crores. The incumbent will work towards building a strong asset base for the Mutual Fund, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF)
through these mapped and empanelled distributors.
Key Responsibilities
1. Empanelment and Activation:
- Identify and empanel mutual fund distributors whose market AUM falls between 25 Crores to 200 Crores.
- Activate the empanelled MFDs to achieve targeted business goals.
- Conduct regular follow-ups and engagement activities to ensure continuous activation and business flow. 2. Relationship Management:
- Build and maintain strong relationships with empanelled MFDs.
- Provide regular support, training, and updates on product offerings, market trends, and investment strategies.
- Address any issues or concerns raised by the distributors promptly and effectively. 3. Business Development:
- Develop and implement strategies to grow the asset base through the mapped MFDs.
...
- Monitor and analyse the performance of distributors to identify growth opportunities and areas of improvement.
- Drive sales and AUM growth for Mutual Funds, PMS, and AIF products. 4. Market Intelligence:
- Keep abreast of market trends, competitor activities, and regulatory changes.- Gather insights on distributor needs and preferences to tailor offerings and strategies accordingly.
5. Reporting and Compliance:
- Preferably NISM VA & 21A Certified, or joining will be subject to these certifications.
- Ensure compliance with all regulatory and internal policies while engaging with MFDs.
- Maintain accurate records of interactions and transactions with distributors. Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field. A master’s degree or relevant professional certifications (e.g., CFA, CFP) is a plus.
- Proven experience in sales, distribution, or relationship management within the financial services industry, particularly in mutual funds, PMS, and AIF , Insurance , Sub broking
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work independently and as part of a team, with a proactive and results-oriented approach. Preferred Skills and Experience: -
- Demonstrated ability to empanel and activate distributors with a significant AUM.
- Experience in building and managing relationships with high-net-worth distributors.
- Knowledge of investment products and strategies suitable for different market segments.
- Analytical skills to assess market conditions and distributor performance.
experience
8show more
