Our Culture

We recognize employees as our greatest asset. We strongly believe that “Happy employees make Investors happy”. We have built a strong culture of trust, mutual respect and empowerment that fosters growth and ownership among all our employees. Our HR policies are suited to the current needs of a vibrant organization allowing employees flexibility, transparency and merit based growth. Our senior management is always accessible to encourage communication and feedback from all employees.

OUR VALUES

Bank of India Mutual Fund is committed to becoming a dependable and reliable asset management company for its investors. It will strive for excellence in product performance and expanding our family of happy investors.

Job Description

Responsibility for achieving sales targets of BOI MF by developing the channel and acquiring investors in the city through banking channel.

Reporting to: Cluster Head

Role & Responsibilities

- Help meet the target mobilization of assets under each of the products as per the Business plan through active engagement with BOI.
- Co-ordinate and connect with Bank of India branches, zonal Offices and will be responsible for achieving the targets for these Zones (Retail) as per assigned location and geographical reach.
- Responsible for business generation and scaling up business relationships as per as the assigned targets.
- Responsible for handling the day to day operations (business) with BOI branches. Will also need to service and advice the HNIs of Bank of India.
- Handling a team of sales associates for Mumbai location. Being responsible for providing full time support to team members to help them achieve business targets.




- Activate new BOI branches for business mobilization.
- Responsible for conducting IAPs and product related training sessions for BOI.
- Plan engagement activities for BOI branches through meets, presentation and mailers etc. on a regular basis.
- Reporting of daily MIS to reporting Manager.
- Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
- Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.

Qualification & Skillsets

- Postgraduate/MBA from business school
- NISM Mandatory

Industry : Asset Management

Job Locations : Pune

Traits Required:

- - Ability to work as a team member with minimum supervision and has desire to build a career in sales.
- Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding a team.
- Excellent in presentation, verbal and written communication skills.
- Market savvy & aware of key developments about the financial markets.
- Strong business acumen and commercial sense.
- Valuable understanding of retail financial services, preferably in mutual funds.

Who can apply :

- Candidate with minimum 5 years of AMC retail experience.
- Excellent at business communication skills. (verbal & written)
- Smart with a go getter attitude.
- Candidates with Bancassurance experience can also apply.
- Prefer candidates in a similar role handling Banking channel for a Mutual Fund House.

Salary & Benefits offered:

To be discussed during interview.

Gender: No preference

Age: Upto 45 years of age

📌 Relationship Manager / Area Sales Manager (India)
🏢 Boi Axa
📍 India