Role Overview

We are looking for a Mutual Fund Sales & Distribution qualified to drive MF business across Channel Sales, Retail Sales, Branch and P&A; channels. The role will focus on AUM growth, revenue generation, SIP penetration, customer activation & retention, along with supporting sales teams through product knowledge, sales initiatives and AMC coordination.

Key Responsibilities

- Drive Mutual Fund sales across Channel, Retail, Branch & P&A; channels.
- Drive AUM growth, revenue, SIP acquisition and customer activation.
- Work closely with Sales and Dealing teams to achieve business targets.
- Support sales teams with MF product knowledge, updates and sales inputs.
- Plan and execute MF campaigns, contests, sales drives and NFO initiatives.
- Drive SIP and NFO penetration across branch and retail customers.
- Analyse channel/product-wise performance and identify business opportunities.
- Coordinate with AMCs for product launches, training, campaigns and market updates.
- Support AMC empanelment in coordination with Legal and internal teams.
- Ensure timely circulation of product updates, NFO calendars and sales material.
- Coordinate with Operations and internal stakeholders to resolve product/process issues.
- Track branch-wise, channel-wise and product-wise AUM, sales and revenue performance.
- Prepare and maintain MIS and business performance reports.
- Stay updated on MF industry trends,



market developments and competitor offerings.
- Ensure adherence to regulatory, compliance and internal distribution guidelines.

Key Performance Indicators

- Mutual Fund AUM Growth
- Revenue Achievement
- SIP Acquisition & Activation
- Channel-wise MF Sales
- Customer Activation & Retention
- NFO / Product Sales
- AMC Relationship & Coordination
- Sales Campaign Effectiveness
- Monthly & Quarterly Business Target Achievement

Candidate Profile

- 3+ years of experience in Mutual Fund Sales / Distribution / Wealth Management / Retail Financial Products.
- Hands-on experience in offline MF distribution and branch-led sales.
- Experience working with Branch, Retail, Channel Sales or P&A; teams.
- Strong understanding of Mutual Funds, SIPs, NFOs, AUM and revenue models.
- Experience in AMC coordination and stakeholder management.
- Strong sales orientation with good analytical and business acumen.
- Excellent communication and presentation skills.
- Ability to work with Sales, Operations, Legal, Compliance and AMC teams.
- Comfortable working in a target-driven environment.

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 Associate (Mumbai)
🏢 Axis Direct
📍 Mumbai