Position: Head – Mutual Fund

Experience :10+ years

Location : Delhi

Role Overview:

Key Responsibilities

 Drive business strategy, revenue and for the Mutual Fund vertical.

 Build, lead and develop a high-performing sales/RM team.

 Manage strong AMC relationships, empanelment and commercial opportunities.

 Acquire and manage Corporate, HNI, UHNI and institutional clients.

 Drive client retention, cross-sell and business expansion.

 Monitor markets and product developments to strengthen the advisory proposition.

 Develop strategic partnerships and new business channels.

 Drive technology, CRM, MIS and AI-enabled sales processes.

 Ensure solid compliance, governance and customer service standards.

 Represent SPA at relevant AMC and industry forums.

Experience & Skills

12–15 years of experience in Mutual Funds / Wealth Management Sales.





3–5 years in a team leadership / business-head role.

Strong AMC and client relationships.

Strong understanding of Mutual Funds, Equity Debt Markets, Insurance and investment products.

Strong leadership, sales, negotiation and stakeholder-management skills.

Tech-savvy with exposure to CRM, MIS, digital tools and AI-enabled workflows.

Qualification

Degree in Finance with CA / CFA / MBA / PGDM preferred.

NISM / AMFI certification mandatory.

FinTech / AI / Data Analytics / Digital Wealth certifications would be an advantage.

Compensation: Competitive industry-aligned package with performance-linked variable.

Pay: ₹2,000,000.00 - ₹2,500,000.00 per year

Work Location: In person

📌 Head Mutual Fund (Delhi)
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📍 Delhi