Retail sales - Mutual Fund

▪ Expand market presence by identifying and onboarding new distributors and IFAs.

▪ Promote equity, debt, hybrid, and solution-oriented mutual fund schemes based on investor needs.

▪ Analyze the asset allocation of distributors to customize the approach in accordance for focused selling.

▪ Increase visibility with the distributors through calls, 1-on-1 meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributors RM/clients of distributors.

▪ Develop long-term association with the key/potential distributors to generate repetitive business.

▪ Support distributors in terms of Product updates, Query resolution and ensuring proper follow-up.

▪ Ensure the distributors are trained on all products and operational procedures and informed on the Regulatory fee on regular basis.

▪ Participate in investor awareness programs, seminars, and local events to drive category and scheme- level awareness.

▪ Create brand awareness by organizing events, conferences, and product sessions for distributors for top-of-the-mind recall.

▪ Share periodic MIS, activity reports, and sales forecasts with regional leadership.

▪ Provide insights on territory trends, distributor behaviour, and investor sentiment.

▪ Ensure adherence to all regulatory guidelines (SEBI/AMFI) and internal compliance frameworks.

▪ Ensure accurate documentation, KYC adherence, and clean audit-ready practices.

AMC, Mutual Funds