Mutual Fund Sales & Distribution Professional

Kadi, India

A Mutual Fund Sales and Distribution professional focuses on promoting and distributing mutual fund products to potential investors. They build relationships with financial advisors, brokers, and institutional clients to market and sell mutual funds. Their role involves conducting presentations, providing investment advice, and ensuring compliance with regulations while aiming to maximize fund sales and assets under management.


  • Advising on need based choice of mutual fund products
  • Sales and Business Development
  • Client relationship management
  • Sales strategy and Presentation
  • Compliance and Documentation
  • Sales Reporting and Analysis

Must Have

  • A Bachelor's/Master’s degree in finance, economics, business administration or related field
  • NISM Certificate for mutual fund distributors
  • Ethical Standards and Code of Conduct

Nice to have

  • Reading habit – Mutual Fund Industry and Alternative Assets
  • Excellent communication and presentation skills, both verbal and written
  • Using sales tools, CRM systems, and Microsoft Office applications.