Job Description Mutual Fund Sales & Distribution

Role Overview

We are looking for a Mutual Fund Sales & Distribution professional with 3+ years of experience to drive Mutual Fund business across offline sales channels, including Channel Sales, Retail Sales, Branch Channel and P&A; Channel.

The role will focus on AUM growth, revenue generation, SIP penetration, customer activation and retention, along with supporting sales teams through product knowledge, sales initiatives and AMC coordination.

Key Responsibilities

- Drive Mutual Fund sales and distribution through Channel Sales, Retail, Branch and P&A; channels.
- Work closely with Sales and Dealing teams to achieve monthly, quarterly and annual AUM and revenue targets.
- Contribute towards the growth of Mutual Fund AUM and overall business revenue.
- Support the sales network with product knowledge, sales inputs, product updates and regular communication.
- Drive SIP acquisition, activation and penetration across branch and retail customers.
- Plan and execute internal sales drives, contests and focused MF campaigns in coordination with the sales teams.
- Identify opportunities for customer activation, retention and cross-selling of Mutual Fund products.
- Analyse channel-wise and product-wise sales performance to identify business opportunities.
- Drive focused sales initiatives around NFOs, SIPs and other Mutual Fund products.
- Maintain and circulate the NFO calendar and coordinate with sales teams for focused product launches.
- Coordinate with AMCs to understand product offerings, features, market trends and sales opportunities.
- Support AMC empanelment activities in coordination with internal Legal and other relevant teams.
- Coordinate with AMCs for product launches, sales initiatives, training sessions and business campaigns.
- Ensure timely sharing of product communication, product updates and sales material with internal sales teams.




- Work closely with the Mutual Fund Operations team to resolve operational issues and support smooth transaction processes.
- Coordinate with internal stakeholders to resolve product, process and sales-related requirements.
- Monitor branch-wise, channel-wise and product-wise performance, AUM and revenue contribution.
- Prepare and track MIS and regular business performance reports for management review.
- Stay updated on Mutual Fund industry developments, product trends, market movements and competitor offerings.
- Ensure adherence to applicable regulatory, compliance and internal product distribution guidelines.
- Contribute towards achieving monthly, quarterly and annual revenue expectations.

Key Performance Indicators

- Mutual Fund AUM growth
- Revenue achievement
- SIP acquisition and activation
- Channel-wise Mutual Fund sales
- Customer activation and retention
- NFO and focused-product sales
- AMC relationship and coordination
- Sales campaign effectiveness
- Achievement of monthly and quarterly business targets

Candidate Profile

- Experience: 3+ years in Mutual Fund Sales / Distribution / Wealth Management / Retail Financial Products.
- Hands-on experience in offline Mutual Fund distribution and branch-led sales.
- Experience working with Branch, Retail, Channel Sales or P&A; teams.
- Good understanding of Mutual Fund products, SIPs, NFOs, AUM and revenue models.
- Experience coordinating with AMCs and internal stakeholders.
- Strong sales orientation with good analytical and business understanding.
- Good communication, presentation and stakeholder management skills.
- Ability to work closely with Sales, Operations, Legal, Compliance and AMC teams.
- Positive understanding of the Indian Mutual Fund industry and distribution landscape.
- Ability to work in a target-driven environment and manage multiple sales initiatives.

Preferred Experience

Candidates with experience in Mutual Fund distribution through Branch Banking, Retail, Channel Sales, P&A; or other offline financial-services distribution models will be preferred.

📌 Mutual Fund Sales & Distribution- Channel Sales (Mumbai)
🏢 Axis Direct
📍 Mumbai