Roles & Responsibilities:

• AMC Liaising:

Manage and strengthen relationships with Asset Management Companies (AMCs), including price negotiations, coordination of sales drive initiatives, and building strategic partnerships.

• Business Development & Strategy:

Drive business growth through business modelling, strategic planning, budgeting, and close collaboration with channel development, sales, and Key Account Management (KAM) teams.

• Product & Market Research:

Conduct in-depth product and market research to curate client portfolios, develop financial planning tools, and recommend suitable mutual fund schemes.

• Brokerage & Payout Structures:

Design and manage brokerage and payout structures to optimize financial performance. Benchmark industry rates and develop competitive pricing frameworks.

• Business Process Automation (Optional):

Improve operational efficiency by understanding business logic, translating requirements into automated workflows, and reducing manual effort in day-to-day processes.

• Partner & Employee Training:

Deliver training sessions on new products and market trends for partners and internal teams. Organize weekly market outlook calls and monthly masterclasses.

• Marketing Content Development:

Create mutual fund newsletters, presentations, and one-pagers backed by strong research to support channel partners in client engagement.

• Lead Generation:





Support lead generation through marketing initiatives in collaboration with the sales team to improve partner activation and overall business growth.

Qualifications & Experience

• Bachelors degree in Finance, Business Administration, Economics, or a related field.

• MBA or equivalent qualification is a plus.

• 4 - 8 years of experience in mutual fund distribution, wealth management, AMC relationship management, or

fintech.

• Strong understanding of mutual fund products, market dynamics, and regulatory environment.

• Experience working with AMCs, distributors, IFAs, or channel partners.

• Prior exposure to brokerage models, payout structures, and pricing frameworks preferred.

Key Skills & Competencies

• Robust stakeholder management and negotiation skills.

• Strategic thinking with hands-on execution ability.

• Analytical mindset with experience in product comparison and market research.

• Ability to work cross-functionally with sales, KAM, marketing, and tech teams.

• Excellent communication and presentation skills, with the ability to conduct trainings and masterclasses.

• Comfortable working in a fast-paced, growth-oriented fintech environment.

• Exposure to process automation, tools, or basic tech workflows will be an added advantage.

📌 Category Manager - Mutual fund Product (Mumbai)
🏢 SKILLVENTORY
📍 Mumbai