Business Head

MUTUAL FUNDS AND THIRD-PARTY PRODUCTS

TR Capital | Hisar, Haryana | Full-time | Reports to the Director

About TR Capital

TR Capital is an established financial services business in Hisar, serving investors since 1995. We are an Authorised Person / Business Associate of Motilal Oswal Financial Services Ltd and offer stock market services, mutual funds and a wider range of investment products. Our approach combines research, client relationships and continuous learning.

We are expanding our mutual fund and third-party products business and strengthening our sales and Relationship Manager teams. Website: https://trcapital.in The opportunity

We are looking for an experienced financial services leader to build and grow this business. You will lead sales efforts, develop team capability, acquire clients personally and through the team, and take ownership of business results. This role requires established product expertise and proven experience leading people.

Product scope: Mutual Funds, Specialised Investment Funds (SIFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), bonds, fixed deposits and Market Linked Debentures (MLDs).

Key responsibilitiesLead business growth and client acquisition

- Prepare and execute monthly and quarterly plans for new clients, net new investments, SIPs, assets under management (AUM) and revenue. Set team targets and review progress.
- Personally acquire clients and close business while developing the team’s ability to generate leads, obtain referrals, conduct meetings and convert opportunities.
- Lead the designated sales team and guide Relationship Managers in mutual fund and third-party product sales. Coordinate with the equity leadership on shared resources, client opportunities and work priorities.
- Build client relationships, arrange investment reviews and strengthen retention through regular communication and service.

Evaluate products and manage investment partners

- Evaluate schemes using their investment philosophy, portfolio positioning, sector exposure where relevant, performance across market conditions, fund manager track record, risks and costs.
- Maintain a focused shortlist for different client needs and investment horizons. Review the shortlist regularly and document the reasons for selections and changes.
- Assess client suitability and investment merit first; evaluate commission terms separately as a commercial consideration.




- Build relationships with mutual fund companies and other product providers. Negotiate scheme-wise brokerage or commission terms where available, and coordinate product information, training and sales support.

Develop the team and support sales

- Create practical product training, sales explanations and objection-handling guidance. Check whether team members can explain products accurately and confidently.
- Coach employees through calls, follow-ups and joint client meetings. Help close suitable opportunities and improve individual performance.
- Identify hiring needs, assess candidates and develop new employees into productive team members.

Business Head at TR CapitalCreate clear product communication

- Prepare evidence-based explanations of shortlisted products, covering whom they suit, why they may be relevant, their risks, costs and investment horizon.
- Prepare or oversee presentations, investor meeting content and marketing material using accurate information and the company’s review process.
- Maintain responsible sales practices, accurate client communication and proper records. Do not allow unsupported claims or promises of returns.

Essential experience and capabilities

- Established experience in mutual fund and investment-product sales or distribution, with strong working knowledge of the products covered by this role.
- Proven responsibility for leading a sales team: setting targets, coaching employees, reviewing performance and achieving results through others.
- Evidence of building mutual fund AUM, acquiring and retaining clients, and growing business revenue. Be able to explain the starting position, period and personal contribution to results.
- Demonstrated ability to evaluate schemes, explain investment choices and turn technical information into clear client and team communication.
- Experience managing relationships with AMCs or other product providers and discussing commercial terms.
- Ability to develop both experienced salespeople entering financial services and employees who are current to sales or investments.
- Strong client-meeting, negotiation, follow-up and team-management skills,



with the ability to work constructively alongside another business head.

Prior industry knowledge and demonstrated team leadership are essential. A strong individual sales record alone is not sufficient for this role. How performance will be assessed

- Business growth: Net new investments, AUM growth, SIP additions and continuation, new investing clients and revenue. Market-driven AUM changes will be distinguished from fresh business.
- Team development and motivation: Improved product knowledge, meeting capability, productivity, target achievement and consistent participation across the team.
- Team expansion: Quality of hiring, onboarding and the development of new hires into productive employees.
- Client retention and service quality, responsible selling and cooperation with the equity business.

Authority and career opportunity The role offers direct access to the Director, an established client base and the opportunity to shape product selection, team development, hiring and sales processes. Decision-making authority will be agreed according to demonstrated capability and business plans. You will own evaluations and recommendations for decisions requiring approval.

Compensation and work requirements

- CTC starting at ₹12 lakh per annum, negotiable upwards based on relevant experience, demonstrated leadership and results, plus target-based incentives.
- Full-time work from Hisar. Local candidates and candidates willing to relocate are equally welcome.
- Six working days per week. Normal office hours are 8:30 a.m. to 5:30 p.m., with availability for client meetings after office hours and travel as required.
- Two-year service agreement and three-month notice period.

Selection process Shortlisted candidates should be prepared to discuss verifiable business and team results, present a practical 90-day plan, demonstrate product knowledge and conduct a short training or client-meeting exercise. Leadership references may be requested. Use anonymised examples without disclosing confidential client information.

TR Capital | 1st Floor, Ravee Arcade, 95–97 Green Square Market, Hisar, Haryana – 125001Contact: Aashish Aggarwal | +91 (phone hidden) | https://trcapital.inBA Code: CPTR1200 | ARN: 86222

Pay: ₹100,000.00 - ₹150,000.00 per month

Application Question(s)

- It's 6 days of working are you Ok with it ?

Experience:
- Mutual Fund: 10 years (Required)

Location:
- Hisar, Haryana (Required)

Work Location: In person

📌 Busienss Head - Mutual Funds (Hisar)
🏢 system and solution
📍 Hisar