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