Mutual Fund Sales & Distribution- Channel Sales

Job Description Mutual Fund Sales & Distribution

Role Overview

We are looking for a Mutual Fund Sales & Distribution professional with 3+ years of experience to drive Mutual Fund business across offline sales channels, including Channel Sales, Retail Sales, Branch Channel and P&A Channel.

The role will focus on AUM growth, revenue generation, SIP penetration, customer activation and retention, along with supporting sales teams through product knowledge, sales initiatives and AMC coordination.

Key Responsibilities

• Drive Mutual Fund sales and distribution through Channel Sales, Retail, Branch and P&A channels.
• Work closely with Sales and Dealing teams to achieve monthly, quarterly and annual AUM and revenue targets.
• Contribute towards the growth of Mutual Fund AUM and overall business revenue.
• Support the sales network with product knowledge, sales inputs, product updates and regular communication.
• Drive SIP acquisition, activation and penetration across branch and retail customers.
• Plan and execute internal sales drives, contests and focused MF campaigns in coordination with the sales teams.
• Identify opportunities for customer activation, retention and cross-selling of Mutual Fund products.
• Analyse channel-wise and product-wise sales performance to identify business opportunities.
• Drive focused sales initiatives around NFOs, SIPs and other Mutual Fund products.
• Maintain and circulate the NFO calendar and coordinate with sales teams for focused product launches.
• Coordinate with AMCs to understand product offerings, features, market trends and sales opportunities.
• Support AMC empanelment activities in coordination with internal Legal and other relevant teams.
• Coordinate with AMCs for product launches, sales initiatives, training sessions and business campaigns.
• Ensure timely sharing of product communication, product updates and sales material with internal sales teams.
• Work closely with the Mutual Fund Operations team to resolve operational issues and support smooth transaction processes.
• Coordinate with internal stakeholders to resolve product, process and sales-related requirements.
• Monitor branch-wise, channel-wise and product-wise performance, AUM and revenue contribution.
• Prepare and track MIS and regular business performance reports for management review.
• Stay updated on Mutual Fund industry developments, product trends, market movements and competitor offerings.
• Ensure adherence to applicable regulatory, compliance and internal product distribution guidelines.
• Contribute towards achieving monthly, quarterly and annual revenue expectations.

Key Performance Indicators

• Mutual Fund AUM growth
• Revenue achievement
• SIP acquisition and activation
• Channel-wise Mutual Fund sales
• Customer activation and retention
• NFO and focused-product sales
• AMC relationship and coordination
• Sales campaign effectiveness
• Achievement of monthly and quarterly business targets

Candidate Profile

• Experience: 3+ years in Mutual Fund Sales / Distribution / Wealth Management / Retail Financial Products.
• Hands-on experience in offline Mutual Fund distribution and branch-led sales.
• Experience working with Branch, Retail, Channel Sales or P&A teams.
• Good understanding of Mutual Fund products, SIPs, NFOs, AUM and revenue models.
• Experience coordinating with AMCs and internal stakeholders.
• Strong sales orientation with good analytical and business understanding.
• Good communication, presentation and stakeholder management skills.
• Ability to work closely with Sales, Operations, Legal, Compliance and AMC teams.
• Good understanding of the Indian Mutual Fund industry and distribution landscape.
• Ability to work in a target-driven environment and manage multiple sales initiatives.

Preferred Experience

Candidates with experience in Mutual Fund distribution through Branch Banking, Retail, Channel Sales, P&A or other offline financial-services distribution models will be preferred.