Job Description: Mutual Fund Distribution Executive

Company: Encompass Financial Services Pvt. Ltd.
Job Type: Full time / Remote
Department: Business Development & Client Relationship Management
Location: Remote – Work from Home
Experience: Freshers and experienced candidates may apply
Compensation: Fixed remuneration + performance-linked incentives, based on experience and company policy

About Encompass

Encompass Financial Services Pvt. Ltd. is a mutual fund distribution company focused on helping individuals and families pursue their financial goals through disciplined investing, long-term wealth creation, and retirement planning. We combine financial discipline, statistical thinking, and technology to make investing more accessible and convenient for our clients.

Role Overview

We are looking for a proactive, target-oriented, and customer-focused Mutual Fund Distribution Executive to develop new business, engage prospective investors, and build long-term client relationships.

The role involves identifying potential investors, explaining mutual fund investment processes, supporting client onboarding, and maintaining regular follow-ups. The position is remote, requiring self-discipline, effective communication, and consistent achievement of agreed business targets.

Key Responsibilities

- Lead Generation: Identify and engage prospective investors through telephone calls, digital channels, referrals, professional networks, and other approved sources.
- Business Development: Generate mutual fund distribution business through SIPs and lump-sum investments in line with the Company's business objectives.
- Client Engagement: Understand prospective clients' financial goals and coordinate with the appropriate team member for product-related discussions and investor support.
- Investor Onboarding: Assist clients with KYC, account opening, nominee registration, mandate setup, and other onboarding formalities.
- Relationship Management:



Maintain regular contact with existing and prospective clients, follow up on leads, and support client retention.
- Portfolio Service Coordination: Coordinate requests relating to SIP registration, additional investments, redemptions, statements, and other service requirements.
- CRM & Reporting: Maintain accurate prospect records, follow-up schedules, business data, and daily or weekly performance reports in the Company's CRM.
- Business Target Achievement: Work towards agreed monthly and quarterly targets for eligible net business, SIP registrations, client acquisition, and other relevant performance indicators.
- Digital Outreach: Use approved digital communication channels and marketing materials to create awareness of the Company's services.
- Compliance: Follow applicable regulatory requirements and Company policies. Never promise assured returns or make unauthorized investment recommendations.

Eligibility & Desired Skills

- NISM V-A: Mutual Fund Distributors Certification — certified candidates preferred.
- Graduate in any discipline; candidates pursuing an MBA or with a background in finance, commerce, banking, insurance, or sales will be preferred.
- Good verbal communication and interpersonal skills.
- Ability to explain financial concepts clearly and professionally.
- Interest in mutual funds, personal finance, wealth creation, and financial planning.
- Confidence in telephone-based sales, lead follow-ups, and relationship building.
- Basic computer skills, including email, spreadsheets, video meetings, and CRM tools.
- A self-motivated, organised,



and target-driven approach to remote work.
- Prior experience in mutual fund distribution, insurance sales, banking, financial services, or tele-sales will be an advantage.

Freshers with a strong interest in financial services and a willingness to learn are encouraged to apply.

Remote Work Requirements

- Reliable internet connection and a suitable laptop or computer.
- A quiet and professional workspace.
- Availability during mutually agreed working hours.
- Regular participation in virtual training, team meetings, and performance reviews.
- Timely updating of leads, customer interactions, and business progress in the Company's systems.
- Strict adherence to client confidentiality and information-security requirements.

Performance Measures

Performance will be evaluated on relevant parameters, including:

- Qualified leads generated and converted.
- New investor acquisition and eligible net business generated.
- SIP registrations and ongoing business development.
- Follow-up effectiveness and lead conversion ratio.
- Quality of customer service and record-keeping.
- Compliance, professionalism, and consistency in achieving agreed targets.

What We Offer

- Remote working flexibility.
- Structured training and exposure to mutual fund distribution.
- Fixed remuneration with performance-linked incentives, as applicable to the role.
- Opportunities to develop expertise in financial services and client relationship management.
- Potential career growth based on performance, capability, and business requirements.
- An opportunity to contribute to the financial well-being of individuals and families.

Encompass Financial Services Pvt. Ltd. is an equal-opportunity employer and evaluates candidates on their qualifications, capabilities, and suitability for the role.

Pay: From ₹200,000.00 per year

Advantages:

- Cell phone reimbursement
- Flexible schedule

Work Location: Remote

📌 Mutual Fund Distribution Executive (India)
🏢 Encompass Financial Services Private
📍 India