Mutual Fund Distribution Manager

Experience

2–4 Years

Department

Mutual Fund Distribution Manager

Location

Delhi, Pitampura

About the Role

NDA Securities Limited is looking for a motivated and results-oriented Mutual Fund Distribution \& Business Development Manager to drive mutual fund business growth, build strong client relationships, and expand the company's distribution network.

The ideal candidate should have 2–4 years of experience in mutual fund distribution, wealth management, financial products, or related business development roles, with a strong understanding of mutual fund products and investor needs.

Key Responsibilities

• Develop and grow the mutual fund distribution business through new client acquisition and existing client relationships.
• Identify and onboard new HNI, retail, corporate, and institutional clients, as relevant to the business.
• Build and maintain strong relationships with clients, distributors, financial advisors, and other channel partners.
• Generate business through direct client acquisition, referrals, channel partners, and market development initiatives.
• Understand client investment objectives and coordinate with internal teams to provide appropriate mutual fund solutions.
• Drive AUM, SIP, lump-sum investment, and overall mutual fund revenue growth.
• Regularly follow up with prospective and existing clients to increase business conversion and retention.
• Develop and maintain a strong pipeline of prospective clients and business opportunities.
• Conduct client meetings and presentations to explain mutual fund products, market developments, and investment opportunities.
• Coordinate with operations, compliance, research, and other internal teams to ensure smooth execution and servicing.
• Track market trends, competitor offerings, and changes in the mutual fund industry.
• Ensure all client interactions and business activities comply with applicable regulatory and company guidelines.
• Prepare regular reports on business development activities, sales performance, AUM, and client acquisition.

Candidate Profile

• 2–4 years of relevant experience in mutual funds, wealth management, financial services, broking, banking, or investment distribution.
• Good understanding of mutual fund products, SIPs, asset allocation, and basic investment concepts.
• Proven ability in business development and client acquisition.
• Strong relationship-management and communication skills.
• Ability to generate leads, convert prospects, and manage the complete sales cycle.
• Strong negotiation, presentation, and interpersonal skills.
• Target-oriented and comfortable working in a performance-driven environment.
• Ability to work independently as well as with cross-functional teams.
• NISM certification(s) relevant to mutual fund distribution will be an advantage.

Key Performance Indicators (KPIs)

• New client acquisition
• Mutual fund AUM growth
• SIP and lump-sum business
• Revenue generation
• Client retention and engagement
• New distributor/channel-partner acquisition
• Lead conversion and business pipeline
• Achievement of monthly/quarterly business targets

Pay

₹30,000.00 - ₹40,000.00 per month

Work Location

In person