Institutional Sales Manager - Mutual Funds

Institutional Sales Manager (B2C):

Location: Delhi/Chennai

Job Description:

- Drive retail mutual fund sales through Individual Investors (HNI/UHNI), IFAs, MFDs, National Distributors, and banking partners.

- Acquire new investors and strengthen relationships with existing clients to increase AUM and revenue.

- Achieve monthly and annual sales targets for mutual fund products.

- Conduct investor awareness programs, product presentations, and client meetings.

- Identify new business opportunities and expand the retail distribution network.

- Provide investment solutions based on customer needs while ensuring excellent client service.

- Work closely with internal teams to ensure smooth onboarding and transaction processing.

- Monitor market trends, competitor activities, and investment opportunities.

- Ensure compliance with SEBI, AMFI, and internal policies.

Preferred Candidate Profile:

- 48 years of experience in B2C sales within Mutual Funds, AMC, Wealth Management, Banking, or Financial Services.

- Strong relationships with HNI/UHNI clients, IFAs, MFDs, and retail distribution partners.

- Good understanding of mutual fund products and capital markets.

- Excellent communication, sales, negotiation, and relationship management skills.

- AMFI/NISM certification preferred.

Key Skills:

- B2C Sales

- Retail Sales

- Mutual Funds

- Wealth Management

- HNI Acquisition

- UHNI Relationship Management

- IFA Management

- MFD Management

- Distributor Sales

- Client Acquisition