Branch Head

Mfins Private Limited is a AMFI-registered mutual fund distributor, committed to delivering financial services to its clients on a need-based approach. We are expanding and seeking a highly experienced Business Head to lead our Mutual Fund Distribution Division and take it to the next level.

Role Overview:

As the Branch Head – Mutual Fund Distribution, you will play a pivotal role in shaping the future of our distribution network, leveraging your existing relationships and expertise in the mutual fund industry. This is a high-impact leadership position that offers the opportunity to drive strategic growth, increase AUM, and build strong partnerships across the financial ecosystem.

Key Responsibilities:

· Leadership & Strategy: Develop and execute a robust business strategy to grow the mutual fund distribution division, focusing on client acquisition, AUM growth, and revenue generation.

· Client Relationship Management: Leverage your existing high-net-worth (HNW) client base to expand Mfins AUM, offering customized investment products and services.

· Business Development: Identify new business opportunities to scale the division and enhance market presence.

· Team Leadership: Lead, mentor, and manage a team of high-performing relationship managers to achieve company targets and grow the AUM base.

· Cross Sell Opportunities: Look for Cross-Sell and Up-Sell opportunities with other products like Life and General Insurance, PMS and AIF, Bonds, Equities, Loan Against Securities, etc. to meet client needs and market demand.

· Compliance & Governance: Ensure full compliance with regulatory requirements, including AMFI, SEBI & IRDAI guidelines, maintaining the highest standards of integrity and ethics.

What We're Looking For:

· 7+ years of experience in mutual fund distribution or wealth management.

· A proven track record of managing a large number of clients and their AUM and strong relationships with HNW clients.

· Strong leadership abilities with experience in driving and managing teams.

· Expertise in market trends, mutual fund schemes, and a deep understanding of client acquisition and retention strategies.

· Excellent communication and negotiation skills, with a client-first approach

Products Offered:

· Mutual Funds, Insurance, Loan Against Securities (LAS), Equities, Bonds, etc.

Business Targets:

· Achievement of sales targets for various financial products.

Location:

· Pune

CTC Offered:

Annual CTC (Cost to Company) is divided into two parts:

o Annual Fixed CTC (Rs. 8.00 Lakhs p.a)

o Annual Performance base incentive

Additional Perks:

· Social Security like Employee Provident Fund (EPF)

· Personal Accident Policy

· Mediclaim Insurance

· Business Travel Reimbursement

· Mobile expenses

Skills Required
Team Leadership, Wealth Management, Business Development, Client Acquisition