0.0 - 3.0 years
0.0 Lacs P.A.
Kolkata, West Bengal
Posted:1 month ago| Platform:
On-site
Full Time
Job Profile 1. Job Title: Business Development Manager - Sales B2B - Mutual Fund and Investment Openings: 08 Location: Kolkata- Shyamnagar – (1 post), Krishnanagar, (2 post), Barasat – ( 2 Post ), Kharagpur – (2 Post ), Hooghly – (1 post) ( All in West Bengal ) Department: Direct to Client Sales Reports 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 Days6 Days Mon-Sat Working Timings10 AM - 7 PM Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: Day shift Application Question(s): do you have experience in mutual fund products? Do you have experience in financial services? Do you have experience in banking products like CASA, FMCG? Work Location: In person
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