Job description

Experience: 4+ years
Location: Santacruz East, Mumbai
Industry Preference: Mutual Fund / Asset Management Company (AMC)

Roles & Responsibilities:
• Conducting market research by interacting with Distributors & Independent Financial Advisors to monitor the competitive landscape of the market.
• Tracking & reporting the net flow of funds into the Product/s managed.
• Servicing inbound leads received via e-mails (from Info ID & website) and direct calls from Independent Financial Advisors / Distributors seeking to get empanelled with company
• Managing the entire life cycle of empanelment – right from, building new relationships with Distributors & Independent Financial Advisors, to servicing & maintaining those relationships.
• Contribute and work in a cross-functional environment to ensure the Product/s meets all relevant operational, legal, and regulatory requirements.
• Preparation of reports and documentation required by Regulators, Distributors, and Investors, which may include prospectuses, offering documents, due diligence questionnaires and performance reports.
• Co-ordinating Sales effort by creating Product Collateral such as: presentations, factsheets, and investor communiques.
• Should have Team Management Experience. Team Player, as well as able to motivate team members.

NISM Exam Compulsory:
NISM Series -V-A: Mutual Fund Distributors