Retail Investment Director
People KonnectLudhiāna, Republic Of India, IN17 hours ago
Job descriptionMarket Growth : Sustaining sales momentum and AUM growth in a competitive and price-sensitive mutual fund landscape. Regulatory Changes : Adapting quickly to new SEBI and AMFI guidelines while maintaining compliance and business continuity. Retail Expansion : Driving penetration in underdeveloped markets with low investor awareness and financial literacy. Distributor Management : Strengthening and expanding multi-channel partnerships (Banks, IFAs, NDs, and Digital) to enhance reach and productivity. Talent Retention : Attracting and motivating sales teams in a competitive financial services environment. Digital Transformation : Leveraging technology for operational efficiency, customer engagement, and data-driven decision-making.
Job Title : Cluster Head
Reporting To : Regional Head – MFD
Location : Ludhiana ( oversee Ludhiana, Amritsar, Jalandhar, Bhatinda, Patiala)
Qualifications & Experience :
- Graduate / Post Graduate in any discipline (MBA preferred).
- 7–13 years of experience in mutual fund sales or distribution management, preferably handling the MFD / IFA channel.
- Strong knowledge of mutual fund products, channel dynamics, and regulatory environment.
- Proven experience in team management and relationship-driven sales.
Role & Responsibilities :
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Director Investment • Ludhiāna, Republic Of India, IN
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