Manager Business Development/sales Mutual Fund (2 5 Yrs) Kolkata (bfsi Sales)

Year    Kolkata, West Bengal, India

Job Description


Job Profile1. Job Title: Business Development Manager - Sales B2B - Mutual Fund and InvestmentOpenings: 08Location: Kolkata- Shyamnagar - (1 post), Krishnanagar, (2 post), Barasat - ( 2 Post ), Kharagpur - (2 Post ), Hooghly - (1 post) ( All in West Bengal )Department: Direct to Client SalesReports to: Business Manager of B2B Segment.Job Summary- The Business Development Manager in Mutual Fund Distribution is responsible for building and leading a team of Mutual Fund Distributors to increase Assets Under Management (AUM). This role involves achieving sales targets, acquiring new distributors, and ensuring high client satisfaction through effective training and support.Responsibilities & Deliveries- Achieve sales targets (90%+).- Add 4 distributors to the team until reaching 50 active distributors.- Achieve - 5 crore net sales from the team.- Secure - 5 lakh in Systematic Investment Plans (SIPs).- Maintain 50% active distributorship criteria.- Complete mandatory training (100%).- Source data for new distributor acquisition.Support System- LMS team and product knowledge.- Client acquisition through IAP and engagement.- In-house software and logging.- Operation team for business logging and query management.Performance Metrics- Sales Target Achievement: 90%+ of set targets.- Distributor Addition: 4 new distributors until reaching 50 active distributors.- Net Sales: - 5 crore from the team.- SIP Sales: - 5 lakh in Systematic Investment Plans.- Active Distributorship: Maintain 50% active distributorship.- Training Completion: 100% of mandatory training.Qualifications- Bachelor's degree from any stream. MBA preferred.- Minimum of 3 years in sales management, preferably in mutual funds, financial services, banking products like CASA, or FMCG.- Strong attitude for B2B team building, handling objections, and in-field activities.Knowledge- Proficiency in Microsoft Word and Excel for financial calculations.- Comfortable with internet usage and online financial transactions.- Familiarity with investment products. Working Days - 6 Days Mon-SatWorking Timings - 10 AM - 7 PM (ref:updazz.com)

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Job Detail

  • Job Id
    JD3647836
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kolkata, West Bengal, India
  • Education
    Not mentioned
  • Experience
    Year