Key Responsibilities
Lead, mentor, and manage a team of Relationship Managers to achieve business targets.
Drive the acquisition, onboarding, and activation of Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs).
Build and maintain solid relationships with IFAs, MFDs, and channel partners to drive business growth.
Ensure partner productivity by providing regular engagement, training, and sales support.
Monitor team performance, set sales targets, and conduct regular performance reviews.
Drive mutual fund business across SIP, lump sum investments, and AUM growth through the distributor network.
Identify recent business opportunities and expand the IFA/MFD partner ecosystem.
Guide the team in resolving partner queries and ensuring a seamless onboarding experience.
Support partners with NISM Series V-A certification and regulatory compliance requirements.
Analyze sales performance, prepare MIS reports, and implement strategies to improve productivity.
Collaborate with internal teams to ensure smooth partner onboarding,



activation, and servicing.
Ensure achievement of monthly, quarterly, and annual sales and revenue targets.
Stay updated on mutual fund products, market trends, and regulatory changes to effectively support partners and the sales team.

Desired Candidate Profile
58+ years of experience in Mutual Fund Sales, Channel Sales, or Wealth Management.
Minimum 2+ years of experience in team handling.
Robust experience in managing IFAs, MFDs, and channel partners.
Sound understanding of Mutual Fund products, SIPs, AUM, and the distributor ecosystem.
Proven track record in partner acquisition, relationship management, and target achievement.
Excellent leadership, communication, and stakeholder management skills.
NISM Series V-A certification is preferred.
Prior experience in AMC, Wealth Management, Broking, Fintech, or BFSI organizations is preferred

📌 Team Lead Haryana
🏢 Girnar Insurance Brokers
📍 Haryana