Business Head – Mutual Funds & Investments
- Company: Green Stapler
- Job type: Full-time
- Experience required: 6–9 years
About Green Stapler
Green Stapler is a leading investment recovery and personal finance company. We are expanding our services by building a dedicated mutual funds and investment-distribution vertical.
We are looking for an entrepreneurial and execution-focused professional who can build, launch and manage this vertical. This is a hands-on leadership role with responsibility for business strategy, client acquisition, AMC and platform partnerships, operations, compliance coordination, team building and business performance.
Key responsibilities:
* Develop and execute a 12–24-month roadmap for the mutual funds and investment-distribution business.
* Define target customer segments, product proposition, acquisition strategy and revenue model.
* Own business targets covering gross sales, net sales, SIP book, assets under management, trail revenue, client activation, retention and cross-selling.
* Generate business through existing customers, referrals, digital campaigns, partnerships and corporate or community channels.
* Conduct client need assessments and risk-profiling discussions while maintaining ethical and suitable sales practices.
* Establish a structured framework for mutual fund research, product comparison, due diligence, model portfolios and periodic reviews.
* Build and maintain relationships with AMCs, registrars and transfer agents, transaction platforms, KYC service providers and other partners.
* Design and improve customer onboarding, KYC, transaction processing, reconciliation, reporting and service-request workflows.
* Establish processes for complaint handling, escalations, disclosures, record keeping and data protection.
* Coordinate with management and compliance or legal professionals to ensure adherence to applicable SEBI, AMFI and NISM requirements.
* Recruit, train and manage relationship, sales and operations team members as the business grows.
* Develop sales scripts, operating procedures, training material, performance dashboards and incentive structures.
* Present monthly business and P&L reviews covering AUM, SIPs, revenue, conversions, retention, team productivity, complaints and compliance exceptions.
Candidate requirements
* 6–9 years of relevant experience in mutual fund distribution, wealth management, investment-product sales, broking, fintech or financial services.
* At least two years of experience managing a team, channel, territory, geography or business line.
* Demonstrated success in growing AUM, SIP book, investment revenue or a client portfolio.
* Strong understanding of mutual fund categories, risk profiling, suitability, KYC/AML, transaction processes, service operations and distribution economics.
* Established relationships within the mutual fund, AMC, wealth-management or investment-distribution ecosystem.
* Experience creating sales processes, operating workflows, MIS reports and performance dashboards.
* Graduate degree in Finance, Commerce, Economics, Business Administration or a related discipline.
* MBA/PGDM in Finance, CFP or CFA qualification will be an advantage.
* Valid NISM Series V-A certification is strongly preferred.
* Ability to obtain and maintain the required AMFI registration, ARN or EUIN credentials, depending on the role and regulatory requirements.
* Strong command of Excel or Google Sheets and experience using CRM or sales-management systems.
* Excellent communication, presentation, negotiation and team-management skills.
Ideal candidate:
The ideal candidate will have a business owner’s mindset and be comfortable creating a new vertical from the ground up. The person should combine mutual fund knowledge with commercial judgment, ethical sales practices, operational discipline and a willingness to execute personally during the initial stage of the business.
Initial success expectations:
Within 30 days
* Prepare a market opportunity assessment and business case.
* Define target customers, priority products, required partnerships and regulatory dependencies.
* Submit a detailed 12-month launch plan.
Within 60 days
* Finalise key partners and operating workflows.
* Establish product-selection, sales-governance and client-service processes.
* Launch a controlled customer pilot.
Within 90 days
* Build a measurable sales funnel and demonstrate initial AUM and SIP traction.
* Implement weekly business MIS and service controls.
* Present the team hiring and business-scaling plan.
We would appreciate if candidates also briefly describe a mutual fund or investment business they helped build or scale, including their individual contribution and measurable results.
Pay: ₹1,000,000.00 - ₹1,600,000.00 per year
Work Location: In person
