🧑‍💼 Mutual Fund - Assistant Sales Manager – Roles & Responsibilities An Assistant Mutual Fund Sales Manager plays a vital supporting role in driving mutual fund sales, maintaining client relationships, and contributing to business development strategies. Working under the guidance of the Sales Manager, this role focuses on achieving business targets and expanding market reach. 📈 Sales & Business Development 1. Sales Strategy Assistance Support in designing and executing mutual fund sales plans Contribute to setting monthly/quarterly sales goals 2. Client Relationship Management Assist in nurturing existing client relationships Help identify cross-selling and upselling opportunities 3. Lead Generation Identify and qualify potential clients via digital campaigns, referrals, and fieldwork Track leads in CRM systems or internal databases 4. Sales Support Activities Help prepare presentations, brochures, and product documents Coordinate sales meetings and follow-ups 5. Market Research Monitor mutual fund industry trends and competitor movements Analyze customer preferences and feedback 6. Reporting & MIS Prepare daily/weekly/monthly reports on sales performance Share insights with sales leadership to aid decision-making 👥 Client Acquisition & Retention 1. Client Onboarding Guide new clients through KYC, risk profiling, and investment setup Ensure documentation is complete and compliant 2. Communication & Servicing Handle inbound client queries and concerns professionally Provide timely updates on NAVs, fund changes, and product offerings 3. Client Education Educate investors about mutual fund benefits, SIPs, and long-term planning Conduct awareness sessions or 1-on-1 guidance where needed 🛠️ Additional Responsibilities 1. Internal & Distributor Training Assist in training sessions on new fund launches or updated sales tactics 2. Compliance & Ethics Ensure all sales practices follow SEBI and AMFI guidelines Maintain records as per audit and compliance requirements 3. Cross-Department Collaboration Liaise with marketing for campaign alignment Coordinate with back-office for client servicing and transaction issues 4. Product & Industry Knowledge Stay updated on all fund schemes, returns, risk profiles Understand macroeconomic trends affecting investor behavior 🎯 Success Traits for the Role Strong interpersonal and communication skills Basic knowledge of financial markets and investment products Attention to detail and client-first attitude Ability to work collaboratively and meet targets