Job Title: Business Development Executive

Experience Required: Minimum 2 years in mutual fund services, financial operations, or related roles.

Job Description: We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal candidate will be responsible for ensuring smooth operational flow, resolving service issues, and delivering tech-enabled support to enhance partner experience and thus ensuring business outcomes by activating our existing DSA’s.

Key Responsibilities:

• Act as the primary Relationship Manager for DSAs distributing mutual funds.

• Provide tech-enabled assistance for transaction processing, reporting, and compliance-related activities.

• Proactively resolve service-related queries to ensure uninterrupted DSA operations.

• Conduct training sessions for DSAs on digital tools, mutual fund platforms, and workflow optimization.

• Coordinating & activating DSA’s and lesioning with internal teams to handle escalations and provide timely updates.

• Monitor DSA performance and deliver data-driven insights to help improve productivity and mutual fund or wealth business of the company.

Required Skills & Qualifications:

• Minimum 2 years of experience in mutual fund operations, client servicing, or financial product distribution.

OR

Fresher, Graduated from BBI stream

• Solid understanding of mutual fund processes, platforms, and compliance regulations.

• Excellent communication and relationship management skills.

• Ability to analyze performance data and derive actionable insights.

• Proficiency in using digital tools, CRM platforms, and reporting systems.