Hiring Partner: Magsum Solutions
Hiring For: Vanmoh
Location: Coimbatore, Tamil Nadu
Employment Type: Full-Time
Reporting To: Head of Financial Services / Senior Management
About the Role
Vanmoh is expanding its financial services ecosystem with a focus on helping customers access suitable mutual fund and investment solutions.
We are looking for an experienced manager of mutual funds to lead mutual fund distribution, investor acquisition, AUM growth, relationship management, and channel development.
The ideal candidate should have robust knowledge of mutual fund products, investor behavior, and distribution practices, along with a proven ability to build and manage a customer and sales network.
Key Responsibilities
Mutual Fund Business Growth
Develop and execute strategies to grow Vanmoh’s mutual fund business.
Drive current investor acquisition and increase Assets Under Management (AUM).
Achieve monthly, quarterly, and annual business targets.
Develop strategies for SIP, lump sum, and other suitable investment solutions.
Identify opportunities to increase customer engagement and investment penetration.
Investor Acquisition & Relationship Management
Build and maintain long-term relationships with investors.
Understand customer financial goals, risk profile, and investment requirements.
Assist customers in understanding appropriate mutual fund categories and investment options.
Drive SIP registrations, additional investments, and portfolio growth.
Maintain high standards of customer service and investor communication.
Sales & Distribution
Develop and manage mutual fund distribution channels.
Build relationships with agents, financial advisors, referral partners, and other distribution partners.
Identify recent customer acquisition opportunities.
Conduct investor meetings, presentations, and financial awareness initiatives.
Support branch teams in generating and converting mutual fund leads.
Team Management