Job Description:

- Drive mutual fund business growth through distributor networks, channel partners, financial advisors and other assigned client segments.

- Identify recent business opportunities and develop strategies to increase Assets Under Management (AUM), SIP registrations and investment inflows.

- Support the team in achieving monthly, quarterly and annual business targets.

- Will be responsible for managing HNI client relationships and providing customized investment solutions to meet their needs.

- New client acquisition is a key area, creating a value addition pool with concrete establishment of relationship channel is something which is highly essential.

- The investment specialist will work in close coordination with the leadership team to ensure efficient service delivery.

- Ensure that product recommendations and communications are aligned with the client's investment objectives, risk profile and applicable regulatory requirements.

- Ensure that all team activities adhere to applicable SEBI regulations, AMFI guidelines, company policies and internal compliance procedures.

- Provide regular updates to senior management on business performance, market developments and team progress.

📌 Team Leader (India)
🏢 Acme Services Private
📍 India