Mutual Fund Sales Executive (B2B) Jobs in Coimbatore Mutual Fund and AMC

📋 Job Description

Jobzi is sourcing qualified candidates for Mutual Fund Sales Executive (B2B) positions in Coimbatore's private Mutual Fund and AMC sector. This is a full-time opportunity with a reputed Mutual Fund and Asset Management employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Acquire and manage relationships with AMFI-registered mutual fund distributors (MFDs) and independent financial advisers (IFAs) in assigned Coimbatore territory
• Pitch suitable mutual fund schemes to distributors and support them in onboarding new investors
• Meet monthly SIP mobilisation and AUM targets through distributor channel activities
• Conduct product training sessions and scheme presentations for distributor teams
• Track and report distributor-wise sales data and SIP pipeline in the CRM system
• Coordinate with product and marketing teams to share scheme fact sheets and campaign materials with distributors
• Support distributors in resolving investor queries and escalating operational issues to the AMC branch

🎓 Qualifications and Requirements

• How do you approach a new MFD or IFA to pitch mutual fund schemes?
• What factors do you consider when recommending a scheme to a distributor for their client?
• Explain the difference between regular and direct mutual fund plans.
• How do you handle a distributor who prefers competitor products?
• What is trail commission and how does it incentivise long-term distributor relationships?
• Describe your experience meeting sales targets in a B2B financial services role.
• What is the role of AMFI in governing mutual fund distributors in India?
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series V-A (Mutual Fund Distributor) for distribution and sales roles; NISM Series XV (Research Analyst) for equity research roles; CFA (Chartered Financial Analyst) Level I/II for fund analyst and portfolio management roles; CFP (Certified Financial Planner) for wealth management roles; AMFI Registration Number (ARN) for sales and distribution roles; NISM Series X-A (Investment Adviser Level 1) for advisory roles; FRM (Financial Risk Manager) for risk management roles in AMCs; CA or CMA for compliance and fund accounting roles