Business Head – Mutual Funds & Investments

- Company: Green Stapler
- Job type: Full-time
- Experience required: 6–9 years

About Green Stapler Green Stapler is a leading investment recovery and personal finance company. We are expanding our services by building a dedicated mutual funds and investment-distribution vertical.

We are looking for an entrepreneurial and execution-focused professional who can build, launch and manage this vertical. This is a hands-on leadership role with responsibility for business strategy, client acquisition, AMC and platform partnerships, operations, compliance coordination, team building and business performance.

Key responsibilities:

- Develop and execute a 12–24-month roadmap for the mutual funds and investment-distribution business.
- Define target customer segments, product proposition, acquisition strategy and revenue model.
- Own business targets covering gross sales, net sales, SIP book, assets under management, trail revenue, client activation, retention and cross-selling.
- Generate business through existing customers, referrals, digital campaigns, partnerships and corporate or community channels.
- Conduct client need assessments and risk-profiling discussions while maintaining ethical and suitable sales practices.
- Establish a structured framework for mutual fund research, product comparison, due diligence, model portfolios and periodic reviews.
- Build and maintain relationships with AMCs, registrars and transfer agents, transaction platforms, KYC service providers and other partners.
- Design and improve customer onboarding, KYC, transaction processing, reconciliation, reporting and service-request workflows.
- Establish processes for complaint handling, escalations, disclosures,



record keeping and data protection.
- Coordinate with management and compliance or legal professionals to ensure adherence to applicable SEBI, AMFI and NISM requirements.
- Recruit, train and manage relationship, sales and operations team members as the business grows.
- Develop sales scripts, operating procedures, training material, performance dashboards and incentive structures.
- Present monthly business and P&L; reviews covering AUM, SIPs, revenue, conversions, retention, team productivity, complaints and compliance exceptions.

Candidate requirements

- 6–9 years of relevant experience in mutual fund distribution, wealth management, investment-product sales, broking, fintech or financial services.
- At least two years of experience managing a team, channel, territory, geography or business line.
- Demonstrated success in growing AUM, SIP book, investment revenue or a client portfolio.
- Strong understanding of mutual fund categories, risk profiling, suitability, KYC/AML, transaction processes, service operations and distribution economics.
- Established relationships within the mutual fund, AMC, wealth-management or investment-distribution ecosystem.
- Experience creating sales processes, operating workflows, MIS reports and performance dashboards.
- Graduate degree in Finance, Commerce, Economics, Business Administration or a related discipline.
- MBA/PGDM in Finance,



CFP or CFA qualification will be an advantage.
- Valid NISM Series V-A certification is strongly preferred.
- Ability to obtain and maintain the required AMFI registration, ARN or EUIN credentials, depending on the role and regulatory requirements.
- Solid command of Excel or Google Sheets and experience using CRM or sales-management systems.
- Excellent communication, presentation, negotiation and team-management skills.

Ideal candidate:

The ideal candidate will have a business owner’s mindset and be comfortable creating a new vertical from the ground up. The person should combine mutual fund knowledge with commercial judgment, ethical sales practices, operational discipline and a willingness to execute personally during the initial stage of the business.

Initial success expectations:

Within 30 days

- Prepare a market opportunity assessment and business case.
- Define target customers, priority products, required partnerships and regulatory dependencies.
- Submit a detailed 12-month launch plan.

Within 60 days

- Finalise key partners and operating workflows.
- Establish product-selection, sales-governance and client-service processes.
- Launch a controlled customer pilot.

Within 90 days

- Build a measurable sales funnel and demonstrate initial AUM and SIP traction.
- Implement weekly business MIS and service controls.
- Present the team hiring and business-scaling plan.

We would appreciate if candidates also briefly describe a mutual fund or investment business they helped build or scale, including their individual contribution and measurable results.

Pay: ₹1,000,000.00 - ₹1,600,000.00 per year

Work Location: In person

📌 Business Head – Mutual Funds & Investments (Mumbai City)
🏢 Trustwell Management Services Private
📍 Mumbai City