Business

About the Role

We are looking for a Business Development Executive to join our newly established Mutual Fund Distribution Company. The primary responsibility will be client acquisition and mutual fund business development.

As the company is currently in its initial setup phase, the selected candidate will also handle documentation, registrations, AMC empanelment and platform tie-ups for the first 1–2 months. Thereafter, the role will primarily focus on sales and business development.

Key Responsibilities

·        Generate leads, acquire new clients and build long-term relationships to grow mutual fund business.

·        Understand client requirements and explain suitable mutual fund products, SIPs and investment solutions.

·        Conduct market research and gather/analyse data on mutual fund schemes, performance and market trends to support client discussions and business development.

·        Manage follow-ups, client onboarding, transactions and ongoing servicing in coordination with internal teams.

·        During the initial 1–2 months, assist with AMC empanelment, registrations, documentation and platform tie-ups.

·        Maintain client, sales and AMC records, trackers and MIS using Excel/CRM tools.

Candidate Requirements

• 0–3 years of experience in mutual funds, wealth management, banking, insurance or financial services sales.
• Freshers with strong communication and sales aptitude may also apply.
• Good communication, presentation and relationship-building skills.
• Strong sales orientation and ability to generate leads independently.
• Basic understanding of mutual funds and financial markets.
• Good follow-up and coordination skills.
• Comfortable working with MS Excel/Google Sheets.
• Willingness to work in a startup environment and take ownership of multiple responsibilities.

Preferred: NISM certification relevant to Mutual Fund Distribution and/or existing client/professional network.

What We Offer

• Opportunity to be part of a new and growing mutual fund distribution business.
• Direct exposure to AMCs, investors and the complete mutual fund distribution ecosystem.
• Performance-based incentives linked to business generation.
• Opportunity to grow into a Relationship Manager / Business Development / Sales Manager role.

Key Skills

Mutual Funds | Sales | Business Development | Client Acquisition | Relationship Management | Lead Generation | Financial Products | AMC Coordination | MS Excel | Communication Skills