Manager- Mutual Fund Sales (M7)

The Mutual Fund Sales Representative will be responsible for promoting and selling the company’s mutual fund   products to individual and institutional clients. This position requires a deep understanding of financial markets,   investment products, and strong sales skills. The ideal candidate will build and manage relationships with financial   advisors, broker-dealers, and institutional clients, while driving mutual fund sales growth and meeting sales   targets.  

Key Responsibilities:  

1. Sales & Business Development:  

?  Actively prospect new clients, including individual investors, financial advisors, and institutions, to   promote the company’s mutual fund offerings.  

?  Meet and exceed monthly, quarterly, and annual sales targets.  

?  Develop and maintain strong relationships with key clients to drive sales and product awareness.   2. Market Knowledge & Product Expertise:  

?  Stay informed about the latest market trends, economic conditions, and regulatory changes   impacting mutual funds.  

?  Provide clients with in-depth knowledge of mutual fund products, investment strategies, and   portfolio construction.  

?  Collaborate with internal teams to ensure clients’ needs are being met through suitable product   offerings.  

3. Relationship Management:  

?  Maintain regular communication with existing clients, ensuring ongoing satisfaction and the   opportunity for cross-selling and upselling additional products.  

?  Act as a primary point of contact for client queries and provide exceptional customer service.  

?  Attend client meetings, conferences, and industry events to foster relationships and represent   the company.  

4. Sales Reporting & Administration:  

?  Prepare and submit sales reports, pipeline updates, and market intelligence to management.

?  Track sales performance, account activities, and lead conversion rates.

?  Ensure compliance with all regulatory requirements and internal procedures related to sales   activities.