Job Description
We are seeking a dynamic and target-driven Mutual Fund Sales Team Lead to drive mutual fund distribution, manage a team of sales professionals, and expand client acquisition across retail and HNI segments. The ideal candidate will have strong knowledge of investment products, proven sales leadership experience, and the ability to build long-term client relationships while ensuring regulatory compliance.
Key Responsibilities
Team Leadership & Sales Management
Lead, mentor, and motivate a team of mutual fund sales executives/advisors.
Set sales targets and monitor team performance against KPIs.
Conduct regular sales reviews, coaching sessions, and field support.
Drive productivity and ensure achievement of monthly, quarterly, and annual revenue goals.
Business Development
Acquire new clients through referrals, partnerships, and direct sales efforts.
Develop and implement strategies to increase SIP and lump-sum investments.
Build relationships with IFAs, dist...
Key Responsibilities
Team Leadership & Sales Management
Lead, mentor, and motivate a team of mutual fund sales executives/advisors.
Set sales targets and monitor team performance against KPIs.
Conduct regular sales reviews, coaching sessions, and field support.
Drive productivity and ensure achievement of monthly, quarterly, and annual revenue goals.
Business Development
Acquire new clients through referrals, partnerships, and direct sales efforts.
Develop and implement strategies to increase SIP and lump-sum investments.
Build relationships with IFAs, dist...