Chief Manager - Retail Channel - Mutual fund

Description:

Band/Designation: Chief Manager

Department: Sales Retail Channel

Location: Mumbai

Experience: Minimum 8-12 years of relevant experience

Qualification: Postgraduate; NISM 5A mandatory

Salary: As per industry standards

Key Responsibilities:

- Achieve and exceed business targets for AUM, fund mobilization, IFAs empaneled, and new investor acquisition.

- Manage overall UFC operations, administration, expenses, and profitability.

- Develop and grow key accounts, including large IFAs, HNIs, and non-individual distributors.

- Lead, coach, train, and motivate the sales team to deliver on targets.

- Formulate region-specific growth strategies and market development plans.

- Conduct investor meets, distributor meetings, training programs, and participate in finance fairs.

- Ensure timely fund collection, efficient infrastructure usage, and adherence to compliance norms.

- Coordinate with internal teams for smooth service delivery, complaint resolution, and post-sales support.

- Maintain strong relationships with institutions in coordination with institutional marketing teams.

- Promote a culture of compliance, diversity, leadership, and strong brand representation.