MANAGER – MUTUAL FUNDS

n

nHiring Partner: Magsum Solutions

nHiring For: Vanmoh

nLocation: Coimbatore, Tamil Nadu

nEmployment Type: Full-Time

nReporting To: Head of Financial Services / Senior Management

n

nAbout the Role

n

nVanmoh is expanding its financial services ecosystem with a focus on helping customers access suitable mutual fund and investment solutions.

n

nWe are looking for an experienced manager of mutual funds to lead mutual fund distribution, investor acquisition, AUM growth, relationship management, and channel development.

n

nThe ideal candidate should have strong knowledge of mutual fund products, investor behavior, and distribution practices, along with a proven ability to build and manage a customer and sales network.

n

nKey Responsibilities

n

n1. Mutual Fund Business Growth

n

n

n
- Develop and execute strategies to grow Vanmoh’s mutual fund business.
n
- Drive current investor acquisition and increase Assets Under Management (AUM).
n
- Achieve monthly, quarterly, and annual business targets.
n
- Develop strategies for SIP, lump sum, and other suitable investment solutions.
n
- Identify opportunities to increase customer engagement and investment penetration.
n

n

n2. Investor Acquisition & Relationship Management

n

n

n
- Build and maintain long-term relationships with investors.
n
- Understand customer financial goals, risk profile, and investment requirements.
n
- Assist customers in understanding appropriate mutual fund categories and investment options.
n
- Drive SIP registrations, additional investments, and portfolio growth.
n
- Maintain high standards of customer service and investor communication.
n

n

n3. Sales & Distribution

n

n

n
- Develop and manage mutual fund distribution channels.
n
- Build relationships with agents, financial advisors, referral partners, and other distribution partners.
n
- Identify new customer acquisition opportunities.
n
- Conduct investor meetings, presentations, and financial awareness initiatives.
n
- Support branch teams in generating and converting mutual fund leads.
n

n

n4. Team Management

n

n

n
- Manage and mentor mutual fund sales executives/advisors.
n
- Set individual and team targets.
n




- Monitor sales productivity and AUM contribution.
n
- Conduct regular performance reviews.
n
- Train the team on products, processes, customer handling, and sales practices.
n

n

n5. Product Knowledge & Market Awareness

n

n

n
- Maintain strong knowledge of mutual fund categories, products, and market developments.
n
- Track industry trends and competitor offerings.
n
- Work with management to identify products and solutions relevant to Vanmoh’s customer base.
n
- Conduct regular product and market updates for the sales team.
n

n

n6. Compliance & Investor Protection

n

n

n
- Ensure mutual fund distribution activities follow applicable SEBI, AMFI, and company policies.
n
- Ensure proper KYC, documentation, and investor onboarding processes.
n
- Maintain appropriate records and documentation.
n
- Ensure transparent communication regarding investment products, risks, costs, and performance.
n
- Promote responsible and suitability-based distribution practices.
n

n

n7. MIS & Business Reporting

n

nPrepare and review regular mutual fund business reports.

nTrack:

nAUM

nNew investors

nSIP registrations

nNet inflows

nGross sales

nRedemption

nCustomer retention

nAdvisor/agent productivity

nBranch-wise performance

nPresent business performance and growth plans to management.

n

n8. Marketing & Investor Engagement

n

n

n
- Work with the marketing team to develop investor education and acquisition initiatives.
n
- Organize investor awareness programs and customer engagement activities.
n
- Support digital and offline campaigns for mutual fund acquisition.
n
- Develop initiatives to improve SIP penetration and customer retention.
n

n

nKey KRAs / KPIs

n

n

n
- AUM growth
n
- Net mutual fund inflows
n
- New investor acquisition
n
- SIP registrations and growth
n
- Gross sales
n
- Customer retention
n
- Cross-selling to existing customers
n




- Channel/agent productivity
n
- Branch-wise mutual fund performance
n
- Team target achievement
n
- Compliance and documentation accuracy
n

n

nRequired Qualifications

n

nBachelor's degree in finance, commerce, business administration, or a related field.

nAn MBA / PGDM in Finance will be an advantage.

nNISM certification relevant to mutual fund distribution is required/strongly preferred, as applicable to the role.

n4–8 years of relevant experience in mutual funds, wealth management, banking, financial distribution, or related financial services.

n

nPreferred Experience

n

nCandidates with experience in:

n

n

n
- Mutual fund distribution
n
- Wealth management
n
- Banks
n
- AMCs
n
- Financial advisory
n
- Brokering
n
- NBFCs
n
- Fintech
n
- Investment distribution
n

n

nwill be preferred.

n

nExperience in building and managing advisor/agent networks will be an added advantage.

n

nSkills Required

n

n

n
- Mutual fund product knowledge
n
- Investment distribution
n
- Customer relationship management
n
- Sales & business development
n
- AUM growth strategies
n
- Team management
n
- Financial market awareness
n
- Investor communication
n
- MIS & Excel
n
- CRM systems
n
- Strong analytical and communication skills
n

n

nIdeal Candidate

n

nThe ideal candidate should be a relationship-driven financial services professional who can build trust with investors while delivering strong business growth.

n

nThe candidate should be:

n

n

n
- Strong in mutual fund products and distribution.
n
- Target-oriented and commercially driven.
n
- Capable of building long-term investor relationships.
n
- Comfortable managing sales teams and distribution channels.
n
- Strong in investor communication and financial awareness.
n
- Ethical and highly compliance-conscious.
n
- Able to build a scalable mutual fund business for Vanmoh.
n

n

nCompensation

n

nCompensation: Competitive, based on experience and proven track record.

n

nPerformance Incentives: Applicable based on agreed business and AUM targets.

n

nLocation: Coimbatore, Tamil Nadu

nEmployment Type: Full-Time

nJoining: Immediate / Within 30 days preferred

📌 Manager -Mutual Funds (Kunnathur)
🏢 Magsum Solutions Private
📍 Kunnathur