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Key Responsibilities:

1. Mutual Fund Research and Analysis

• Conduct in-depth research on mutual funds, financial products, and fund houses to identify the best investment opportunities
• Track and analyze mutual fund performance, sector performance, and market trends.
• Perform category-wise fund reviews, comparisons, and detailed analysis of market risk.
• Prepare model portfolios based on client risk appetite, financial goals, and investment horizon.

2. Portfolio Construction and Review

• Design and maintain model portfolios for different client categories such as Conservative, Moderate, and Aggressive Investors.
• Continuously monitor and review client portfolios based on market changes, fund performance, and investor goals.
• Identify rebalancing opportunities for clients to enhance portfolio returns and minimize risk.
• Provide fact sheet analysis, NAV reports, and fund performance reports on a monthly/quarterly basis.

3. Market Trend Analysis

• Track financial market trends, economic updates, RBI policy changes, SEBI guidelines, and international financial events impacting investments.
• Provide timely reports and presentations on key market trends and their potential impact on mutual funds.
• Prepare and circulate market outlook and investment strategy reports for internal teams and clients

4. Research-Driven Value Addition

• Provide valuable insights and recommendations to Relationship Managers (RMs) based on thorough market research.
• Suggest fund switches, redemption, or investment continuation based on fund performance analysis.
• Continuously explore new investment products to enhance client financial planning.

5. Research Documentation and Report Preparation

• Prepare detailed fund factsheets, investment reports, and fund house reviews.
• Maintain monthly, quarterly, and annual performance reports of all recommended mutual funds.
• Create category-wise mutual fund comparison reports and client performance reports.

6. Client Financial Planning Support

• Collaborate with Financial Planners to generate customized financial plans for clients.
• Assist in analyzing clients' risk profiles and financial goals to recommend the most suitable investment options.
• Ensure alignment of client investment portfolios with their financial goals and life stage.

7. Competitor and Product Analysis

• Regularly monitor competitor mutual funds, NFOs (New Fund Offers), and other financial products.
• Provide comparative analysis reports on product performance, charges, and asset allocation.
• Identify emerging mutual fund categories and recommend them if suitable for clients.

8. Regulatory Compliance and Research Documentation

• Ensure compliance with SEBI regulations, AMFI guidelines, and internal investment policies.
• Provide regulatory updates impacting mutual funds and client portfolios.
• Document and maintain research findings, market updates, and investment strategies in a structured manner

9. Reporting and Presentation

• Prepare detailed investment reports, fund house presentations, and market update presentations.
• Deliver presentations to the internal team and Relationship Managers (RMs) for fund performance insights.
• Develop client-specific financial planning presentations based on mutual fund investments

10. Value Addition for Client Financial Planning

• Proactively recommend investment adjustments based on fund performance and market conditions.
• Assist Relationship Managers with client queries, fund performance explanations, and investment strategies.
• Identify opportunities for enhancing investment returns through strategic fund selection.

Qualifications and Skills Required

Educational Qualifications:

• Bachelor's degree in Finance, Economics, Investment, or any related field.
• Professional certifications such as NISM (Mutual Fund Distributor), CFA Level 1 (preferred), or any Mutual Fund Research Certification.

Skills Required:

1. Strong Research Skills:

• Excellent understanding of mutual fund products, categories, fund house policies, and portfolio construction..

2. Data Analysis Skills:

• Strong data analysis and interpretation skills to evaluate fund performance and market trends.

3. Investment Analysis Tools:

• Experience with financial analysis tools, portfolio management software, and mutual fund research platforms.

4. Report and Presentation Skills:

• Ability to create clear, concise, and impactful reports/presentations for the internal team and clients.

5. Regulatory Knowledge:

• Strong understanding of SEBI, AMFI, and RBI regulations regarding mutual funds and financial planning.

6. Proactive and Result-Oriented:

• Ability to provide proactive investment suggestions and deliver research-driven results.

7. Communication Skills:

• Excellent verbal and written communication skills to convey complex investment concepts to clients and internal teams.

8. Advanced Excel and Google Sheets:

• Proficient in advanced Excel functions, Google Sheets, and data interpretation tools.

Preferred Experience:

• 2-3 years of experience in mutual fund research, investment research, or financial planning analysis.
• Prior experience working with Mutual Fund Distributors, Investment Firms, or Wealth Management companies.
• Proven track record of contributing to client portfolio growth through research-driven recommendations.

Why Join Us?

• Opportunity to work with a growing and reputed Mutual Fund Distribution company.
• Collaborative work environment focused on client financial growth and business development
• Exposure to high-level research, portfolio management, and client advisory.
• Continuous learning and skill development through market exposure and financial research.

Key Performance Indicators (KPIs):

• 1. Accuracy of Research Reports: Ensure 100% accuracy in fund fact sheets, portfolio analysis reports, and client financial reports.
• 2. Portfolio Growth Recommendations: Provide proactive recommendations for portfolio growth based on research insights.
• 3. Market Trend Reports: Deliver timely and impactful market trend reports to the team and clients.
• 4. Client Portfolio Rebalancing: Ensure clients' portfolios are optimized regularly based on performance and market conditions
• 5. Regulatory Compliance: Ensure all research and recommendations comply with SEBI, AMFI, and regulatory guidelines.

Key Responsibilities:

1. Client Acquisition and Business Development.

• Identify and acquire new clients for mutual fund investment products.
• Understand client investment needs, financial goals, and risk appetite to offer suitable investment solutions.
• Convert potential leads into active clients through relationship-building and goal-based financial planning.
• Achieve monthly and annual sales targets by promoting mutual fund products.

2. Mutual Fund Product Sales

• Actively promote and sell mutual fund products such as SIPs (Systematic Investment Plans), Lump Sum Investments, and Portfolio Restructuring.
• Cross-sell financial products such as Life Insurance, Health Insurance, Loans, and other investment solutions.
• Ensure client investment portfolios are aligned with their financial objectives.
• Provide information and recommendations regarding new fund offerings (NFOs) and top-performing mutual funds.

3. Relationship Management and Client Retention

• Build and maintain strong, long-term relationships with existing clients.
• Provide regular portfolio reviews and updates to clients.
• Proactively handle client queries, concerns, and requests regarding mutual fund investments.
• Increase client retention by providing value-added services and consistent follow-ups.

4. Lead Generation and Referral Business

• Actively generate leads through cold calling, networking, and referrals.
• Conduct investor awareness programs (IAPs) and financial literacy sessions to attract new clients.
• Encourage existing clients to refer potential clients for mutual fund investments.
• Continuously work on expanding the client base through relationship-driven sales.

5. Sales Reporting and Documentation

• Maintain and update daily sales reports, client data, and meeting details in the CRM system.
• Provide detailed reports on sales performance, revenue generation, and lead conversion rates.
• Track and monitor mutual fund sales performance through detailed MIS (Management Information System) reports.
• Ensure all sales and business development activities comply with regulatory guidelines and company policies.

6. Market and Competitor Analysis

• Stay updated with the latest mutual fund market trends, NAVs, fund performance, and competitor offerings.
• Analyze market trends to identify high-performing funds and recommend them to clients.
• Monitor competitor activities and recommend strategies to enhance sales performance.
• Provide insights to management for product improvement and client service enhancement.

7. Goal-Based Financial Planning for Clients

• Conduct goal-based financial planning discussions with clients to understand their short-term and long-term financial goals.
• Design personalized investment solutions for clients based on their life stage, goals, and risk profile.
• Offer suggestions for portfolio diversification, SIP increments, and fund restructuring based on market changes.
• Encourage clients to plan for major life goals such as education, retirement, marriage, or wealth creation through mutual funds.

8. Handling Operational Tasks

• Coordinate with the operations team for onboarding, KYC completion, and document collection.
• Ensure the smooth processing of mutual fund transactions like purchase, redemption, or switch.
• Follow up with clients for incomplete documents, forms, and investment confirmations.
• Ensure compliance with AMFI (Association of Mutual Funds in India) and SEBI guidelines.

9. Customer Education and Awareness

• Educate clients about the benefits of investing in mutual funds, tax-saving schemes, and long-term wealth creation.
• Conduct financial awareness workshops, webinars, and personalized sessions to enhance client knowledge.
• Ensure clients understand the importance of goal-based investing and SIP (Systematic Investment Plan).
• Regularly update clients about their portfolio performance and market changes.

10. Achieve Monthly and Quarterly Sales Targets

• Consistently meet or exceed assigned monthly and quarterly sales targets.
• Maximize revenue generation through effective client acquisition and cross-selling.
• Track and increase the SIP book size, AUM (Asset Under Management), and client base.
• Implement strategic sales techniques to ensure consistent revenue growth.

Qualifications and Skills Required:

Educational Qualifications:

• Bachelor's degree in Finance, Marketing, Business Administration, or any related field.
• NISM (Mutual Fund Distributor) certification is mandatory.
• Additional certifications in financial advisory, insurance, or investment management will be an advantage.

Skills Required:

1. Sales and Business Development:

• Strong ability to generate leads, build a client base, and convert leads into long-term investors.

2. Mutual Fund Product Knowledge:

• Solid understanding of mutual funds, SIPs, asset classes, and investment products.

3. Communication and Interpersonal Skills:

• Excellent verbal and written communication skills to build and maintain client relationships.

4. Financial Planning Knowledge:

• Ability to guide clients in goal-based financial planning and investment management.

5. Target Achievement:

• Proven ability to meet and exceed monthly/quarterly sales targets consistently.

6. Presentation Skills:

• Ability to present investment solutions, fund performance, and financial plans convincingly to clients.

7. CRM Tools and Documentation:

• Experience using CRM tools for client management, lead tracking, and documentation.

8. Time Management:

• Strong organizational and time-management skills to handle multiple clients efficiently.

9. Regulatory Knowledge:

• Strong understanding of AMFI (Association of Mutual Funds in India), SEBI, and KYC compliance.

10. Result-Oriented Approach:

• High energy, self-motivated, and result-driven approach towards achieving sales targets.

Preferred Experience:

• 2-3 years of experience in Mutual Fund Sales, Investment Advisory, or Financial Product Sales.
• Proven track record of meeting sales targets and expanding client portfolios.
• Prior experience in working with Mutual Fund Distributors, Asset Management Companies, or Wealth Management Firms.
• Experience in handling retail, HNI (High Net Worth Individual), and NRI (Non-Resident Indian) clients

Key Performance Indicators (KPIs):

• 1. Monthly SIP Book Growth: Achieve incremental growth in monthly SIP book size.
• 2. Client Acquisition: Meet monthly targets for new client acquisition.
• 3. Cross-Sell Revenue: Achieve revenue from cross-selling insurance, loans, and investment products.
• 4. Client Retention Rate: Ensure high client retention through regular follow-ups and financial planning
• 5. Sales Target Achievement: Consistently meet or exceed the assigned monthly/quarterly sales target.

Why Join Us?

• Opportunity to work with one of the most trusted Mutual Fund Distributors in Pune.
• NISM (Mutual Fund Distributor) certification is mandatory.
• Professional work environment with opportunities for learning and career growth.
• Exposure to high-net-worth clients (HNIs) and strategic financial planning.
• Regular training, workshops, and certification support to enhance your skills.