Job Summary We are seeking a highly motivated and performance-driven Business Development Manager BDM to drive SIP Systematic Investment Plan sales across retail and semi-retail investor segments The role requires building solid relationships with clients and distribution partners to promote SIP-based investments and consistently increase SIP volumes and ticket sizes Key Responsibilities 1 SIP Sales Acquisition Source and onboard new clients to invest in mutual funds via Systematic Investment Plans SIPs Drive monthly SIP inflows through direct sales and channel partners Promote SIP as a long-term investment tool to individuals HNIs and small businesses 2 Market Development Identify and tap into potential markets such as salaried professionals SMEs and first-time investors Conduct field activities like investor education programs IAPs SIP campaigns and financial literacy drives Work closely with housing societies offices educational institutions and affinity groups to generate SIP leads 3 Channel Distribution Partner Engagement Build and manage relationships with Independent Financial Advisors IFAs RIAs and other retail distributors Train and support partners to promote SIP products and improve monthly SIP registrations Ensure timely communication of product updates NAVs and SIP calculators tools 4 Client Servicing Provide post-sale support to investors and ensure smooth onboarding and documentation Maintain regular contact with SIP investors to encourage renewals top-ups and long-term engagement 5 Performance Tracking Reporting Monitor SIP performance metrics registrations ticket size cancellations and persistency ratios Report daily weekly monthly activity to the reporting manager Ensure proper documentation and compliance with AMFI NISM standards Key Performance Indicators KPIs Monthly SIP count and inflow AUM New client acquisition retail SIP-focused Persistency rate SIPs continuing beyond 12 months Growth in SIP ticket size Channel partner productivity Required Qualifications Skills Graduate Postgraduate in Finance Business Administration Economics or related fields Minimum 2-4 years of experience in mutual fund sales or financial advisory roles Strong knowledge of SIPs mutual funds and investment products AMFI certification mandatory or must be obtained within probation period Excellent communication networking and relationship management skills Self-driven target-oriented and capable of working independently Proficiency in CRM tools and MS Office Job Types Full-time Permanent Pay 30 000 00 - 40 000 00 per month Benefits Health insurance Language English Preferred Work Location In person

📌 Business Development Manager (bdm)- Sales (Maharashtra)
🏢 Policy Planner Insurance Brokers
📍 Maharashtra