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Mutual Fund Specialist

Mutual Fund Specialist

White Force Groupmumbai, maharashtra, in
30+ days ago
Job description

HIRING FOR Business Development Executive

Location -Andheri East, Mumbai

CTC - Upto 4 LPA +Incentive

Experience - Min 6 months to 2 years required in Mutual Funds sales

Job Description : We are seeking a dynamic Business development Executive

to support and manage our network of Direct Selling Agents (DSAs) engaged

in mutual fund & other wealth distribution. The ideal candidate will be

responsible for ensuring smooth operational flow, resolving service issues,

and delivering tech-enabled support to enhance partner experience and thus

ensuring business outcomes by activating our existing DSA’s.

Key Responsibilities :

  • Act as the primary Relationship Manager for DSAs distributing mutual funds.
  • Provide tech-enabled assistance for transaction processing, reporting, and

compliance-related activities.

  • Proactively resolve service-related queries to ensure uninterrupted DSA

    • operations.

  • Conduct training sessions for DSAs on digital tools, mutual fund platforms,

    • and workflow optimization.

  • Coordinating & activating DSA’s and lesioning with internal teams to handle

    • escalations and provide timely updates.

  • Monitor DSA performance and deliver data-driven insights to help improve

    • productivity and mutual fund or wealth business of the company.

    Required Skills & Qualifications :

  • Minimum 2 years of experience in mutual fund operations, client servicing, or

    • financial product distribution.

    OR

    Fresher, Graduated from BBI stream

  • Solid understanding of mutual fund processes, platforms, and compliance

    • regulations.

  • Excellent communication and relationship management skills.
  • Ability to analyze performance data and derive actionable insights.
  • Proficiency in using digital tools, CRM platforms, and reporting systems

    • Email - sakshi.gupta@white-force.in

    Contact - 9770502074

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    Specialist • mumbai, maharashtra, in