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 (India)
🏢 Waytogo Consultants
📍 India