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Mutual Fund Specialist

White Force GroupIndia

30+ days ago

Job description

HIRING FOR Business Development Executive

Location

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.

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

Specialist Mutual Fund • India