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Tier-1 brand plus a broad sales role increases applicant competition moderately.
Mutual fund sales requires NISM/AMFI knowledge and compliance, limiting cross-industry transferability.
Mandatory NISM certification, AML training, and explicit 1+ year experience make screening moderately strict.
Build and manage distributor and IFA channel relationships to expand network and deepen regional penetration.
Own and achieve quarterly/annual mutual fund sales targets focusing on AUM growth.
Conduct training and enablement sessions for internal teams and advisors; ensure compliance with SEBI/AMFI guidelines and maintain accurate sales records.
Minimum 1+ years experience in mutual fund distribution, wealth sales, or private banking preferred.
NISM VA certification is mandatory.
Graduate or postgraduate degree in finance, business, or related fields.
Mandatory completion of Anti-Money Laundering and Sanctions training and assessments.
Experienced in relationship management and sales within mutual fund or wealth management channels.
Capable of independently managing sales targets, channel development, and compliance adherence.
Comfortable with sales analytics tools (Excel/CRM) and presenting complex portfolio solutions to advisors and clients.