Head Mutual Fund
jobmatchmaker consultancy Verified employer
Actively hiring · Posted 4d ago · JEV2611BAB9D1735E
Job description
Position: Head Mutual Fund
Experience :10+ years
Location : Delhi
Role Overview:
Key Responsibilities
Drive business strategy, revenue and for the Mutual Fund vertical.
Build, lead and develop a high-performing sales/RM team.
Manage strong AMC relationships, empanelment and commercial opportunities.
Acquire and manage Corporate, HNI, UHNI and institutional clients.
Drive client retention, cross-sell and business expansion.
Monitor markets and product developments to strengthen the advisory proposition.
Develop strategic partnerships and new business channels.
Drive technology, CRM, MIS and AI-enabled sales processes.
Ensure strong compliance, governance and customer service standards.
Represent SPA at relevant AMC and industry forums.
Experience & Skills
1215 years of experience in Mutual Funds / Wealth Management Sales.
35 years in a team leadership / business-head role.
Strong AMC and client relationships.
Strong understanding of Mutual Funds, Equity Debt Markets, Insurance and investment products.
Strong leadership, sales, negotiation and stakeholder-management skills.
Tech-savvy with exposure to CRM, MIS, digital tools and AI-enabled workflows.
Qualification
Degree in Finance with CA / CFA / MBA / PGDM preferred.
NISM / AMFI certification mandatory.
FinTech / AI / Data Analytics / Digital Wealth certifications would be an advantage.
Compensation: Competitive industry-aligned package with performance-linked variable.
Compensation: 2,000,[hidden],500,000.00 per year
Work Location: In person .
Key skills
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