Mutual Fund Distribution Associate

Mutual Fund Distribution Associate

Company: Encompass Financial Services Private Limited

Opportunity Type: Sales

Location: Kolkata, Siliguri, Bengaluru, Pune, Hyderabad, Chennai, Coimbatore, Vishakapatnam

Industry: Financial Services / Mutual Fund Distribution

About Encompass Financial Services

Encompass Financial Services Private Limited is a financial product distribution and wealth solutions company focused on helping individuals and families achieve their financial goals through disciplined investing, portfolio management and financial planning.

We are now expanding our presence across India and are looking for Distribution Partners / Franchisee Partners who can build and develop the Encompass business in their respective locations.

The Opportunity

We are looking for entrepreneurial individuals or organizations who are interested in building a long-term financial services distribution business with the support of an established platform.

As an Encompass Distribution Partner, you will be responsible for developing relationships with investors in your territory and helping them with their mutual fund investment requirements, while Encompass provides the required technology platform, operational support, product support, portfolio assistance and financial-planning ecosystem.

This opportunity is suitable for individuals who want to build their own financial distribution business with the backing of an established organization.

Key Responsibilities

Identify and develop prospective investors in the assigned territory.

Build and maintain long-term relationships with clients.

Generate business through personal networking, referrals, local contacts and market development.

Understand clients' financial goals, investment horizons and risk profiles.

Facilitate mutual fund investment and SIP business through the Encompass platform.

Coordinate with the Encompass team for onboarding, transactions, documentation and servicing.

Maintain regular communication and relationship with existing clients.

Identify opportunities for additional financial solutions such as retirement planning, insurance and other products offered through Encompass.

Develop a sustainable local client base and grow the business over the long term.

Follow all applicable regulatory, compliance and ethical requirements while carrying out distribution activities.

What Encompass Provides

As a Distribution / Franchisee Partner, you will receive support from Encompass in areas including:

Technology Platform for client onboarding, transactions and servicing

Mutual Fund Distribution Infrastructure

Operational & Back-office Support

Client Servicing Support

Portfolio Reporting & Review Support

Investment & Financial Planning Support

Marketing & Business Development Support

Training and Product Knowledge Support

Access to Encompass's broader financial-product ecosystem

Support from the central Encompass team for complex client requirements

Who Can Apply

We are particularly interested in:

Existing Mutual Fund Distributors

AMFI-registered Mutual Fund Distributors / MFDs

Insurance professionals interested in expanding into mutual fund distribution

Financial consultants / investment professionals

Bank / financial-services professionals looking to build an independent practice

Chartered Accountants, Tax Consultants and other professionals with a suitable client network

Relationship managers and sales professionals with strong local networks

Entrepreneurs looking to establish a financial-services distribution business

Individuals with strong community, professional or corporate networks

Existing financial-services experience is preferred but not mandatory for the right entrepreneurial candidate, subject to applicable regulatory and qualification requirements.

Ideal Partner Profile

We are looking for individuals who have:

Strong relationship-building and communication skills

Entrepreneurial mindset

Ability to develop and maintain a client network

Interest in investments and financial markets

Strong ethical standards and client-first approach

Willingness to work towards long-term business development

Local market knowledge and networking ability

Ability to operate independently while working closely with the Encompass central team

Business Model

This is a business partnership / franchisee opportunity and not an employment position.

The partner will operate as an independent business partner and will be responsible for developing business in the assigned territory. Commercial terms, revenue sharing, responsibilities, territory and other partnership conditions will be discussed separately with shortlisted candidates.

Why Partner with Encompass

Build your own financial distribution business with the support of:

Your Relationship + Encompass's Technology + Encompass's Infrastructure + Investment & Planning Support

The objective is to enable partners to focus on what they do best .