Role Overview
We are looking for a dynamic and execution-focused skilled to lead MFD acquisition events, partner engagement initiatives, and investor education programs. The role will be responsible for planning and executing high-impact events, strengthening relationships with
Mutual Fund Distributors (MFDs), collaborating with Asset Management Companies (AMCs), and driving measurable business outcomes through regional activations and educational initiatives.
Key Responsibilities
- Plan and execute MFD acquisition events, partner meets, investor education sessions, and regional activation programs to support business growth.
- Develop monthly and quarterly event calendars across priority cities and key MFD clusters, aligned with organizational objectives and business priorities.
- Manage end-to-end event execution, including agenda planning, speaker coordination, invitations, venue management, content creation, logistics, lead capture, and post-event engagement.
- Organize SIP awareness campaigns, goal-based investing workshops, tax-saving initiatives,
and first-time investor education programs to enhance investor participation and financial literacy.
- Collaborate with Asset Management Companies (AMCs) to conduct fund manager interactions, market outlook sessions, product launches, and training workshops for partners.
- Support partner recognition programs, regional MFD communities, and engagement initiatives to strengthen distributor relationships and drive long-term loyalty.
- Track and analyze event effectiveness using key metrics such as MFD lead generation, investor acquisition, onboarding conversions, SIP activations, attendance, and cost per lead.
- Work closely with sales, marketing, and product teams to ensure events are aligned with business objectives and deliver a seamless participant experience.
- Identify opportunities to improve event formats, engagement strategies, and ROI through feedback analysis and performance insights.
- Maintain event r
📌 Manager - MFD Events & Partner Engagement (Mumbai)
🏢 Kissht
📍 Mumbai