Team Lead - Mutual Funds (PSS07760)

About The Company

Legacy-rich Indian asset manager offering diversified equity, debt, hybrid, index / ETF, ELSS, and global FoFs with research-led, risk‑disciplined investing

Job Purpose : Drive profitable, compliant MF growth via channel partnerships, deep relationships, and disciplined execution to build resilient core assets.

Reporting To : Zonal Head of Sales

Primary Job Responsibilities

• Drive mutual fund sales through national distributors and banking partners in the Mumbai region.
• Develop and maintain strong relationships with key clients and channel partners to enhance market share.
• Conduct regular meetings with distributors and clients to understand their needs and ensure effective feedback communication within the organization.
• Identify, onboard, and activate new distributors to increase overall share of business.
• Strengthen long-term core assets through consistent incremental net sales.
• Improve collections and boost market presence through effective brand engagement initiatives.
• Ensure continuous relationship management to generate repeat and referral business.
• Monitor competitor activities and market shifts to provide timely strategic feedback to senior management.
• Execute sales strategies and achieve defined business objectives and performance targets.

Knowledge And Skills Required

Educational Qualifications

Skills Required

Capital Markets, Microsoft Office Applications