Roles and Responsibilities • To promote the complete range of Mutual Fund and Financial Asset products across all distribution channels including MFD, IFA, NDs and Bancassurance (Banca).

- To drive up-selling of Mutual Fund products through B2B sales across MFD, IFA, ND and Banca partners.
- To generate fresh leads and acquire recent clients through references and channel partner networks to strengthen the overall client base.
- To achieve assigned business targets through up-selling, cross-selling and deepening client relationships, thereby enhancing client net worth.
- To prepare monthly sales plans for client acquisition and ensure regular engagement with mapped clients and channel partners through weekly and monthly follow-ups.
- To lead, motivate and drive performance of the assigned team/reportees to meet business and AUM targets.

Desired Candidate Profile Education: MBA/PG/Master Degree

Experience: Should Have Experience in Mutual Fund/ Asset Management Company is must.

Certification: Must be having NISM V A Certification.

Product Knowledge- Must have a detailed knowledge of all products related to Mutual Fund.

Team Handling – Should have experience of Team handling.

📌 Director Sales Management (Bhopal)
🏢 Waytogo Consultants
📍 Bhopal