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- Design Business Strategy to aggressively grow Mutual Fund AUM &

• SIP book through Branch channel (B2C) &

• Partner network (B2B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters &

• Branches.

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- Drive Mutual Fund salesand provide excellent Sales Support to Pan-India Relationship Managers, Sales &

• Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings/con-calls with HNI clients.

N
- Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch/cluster level.
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- Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales &

• Product trainings at Pan-India level.

N
- Coordinate with internal Operations, Technology, &

• Compliance teams to ensure smooth business functioning,



MIS reporting, faster query resolution, adherence to regulations and overall quality of business.

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nPreferred candidate profile:

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- Minimum 6-7 yearsof experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online/offline Mutual Fund transaction process, NSE/BSE MF platform, and AMC RTA processes.
N
- Strong sales drive, andexcellent communication, relationship management, analytical & presentation skills with pro-active attitude.
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- Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool.
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- Valuable MS-Excel and PowerPoint skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage.
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📌 Avp - Mutual Fund Distribution & Product Strategy (Alibag)
🏢 Anand Rathi Share and Stock Brokers
📍 Alibag