Regional Sales Manager - Mutual Fund

About NJ Mutual Fund:

NJ Mutual Fund is an asset management company (AMC), sponsored by NJ India Invest Private Limited, that offers mutual fund schemes to retail and institutional investors. The AMC was established in 2021 and is built on a highly distinctive and disciplined investment philosophy.

NJ Mutual Funds strategy centers on a Rule-Based Investment approach, also known as Factor Investing, which aims to eliminate emotional biases from the decision-making process.

• Data-Driven Decisions: Investment strategies are derived from a comprehensive, data-driven system. This involves meticulous collection, cleaning, and processing of company fundamentals, market indicators, and pricing data.
• Systematic Approach: Investment models, built using various factor parameters (like quality, value, low volatility, and momentum), are rigorously back-tested on historical data to ensure robustness and consistency under diverse market conditions.
• Quality Focus: The philosophy places a strong emphasis on a Quality First approach, selecting companies with robust financial fundamentals for long-term reliability and growth potential.
• Proprietary Technology: This strategy is supported by an in-house, proprietary platform called the NJ Smart Beta Research Platform, which is used to develop, test, and implement these rules.

NJ Mutual Fund offers a limited but focused range of schemes across various categories, including:

• Equity Funds (e.g., NJ Flexi Cap Fund, NJ ELSS Tax Saver Scheme)
• Hybrid Funds (e.g., NJ Balanced Advantage Fund, NJ Arbitrage Fund)
• Debt Funds (e.g., NJ Overnight Fund)

Current Scale:

To know more about AMC visit : www.njmutualfund.com

To know more about Investment Philosophy visit : www.njfactorbook.com

Job Role : Regional Manager - Sales for Mumbai

Profile Summary:

The Regional Manager (RM) for Mumbai region will be a key leader responsible for driving the business growth of NJ Mutual Fund and PMS products across the designated region. This strategic role involves a dual-focus: (1) leveraging the existing NJ Wealth Network and (2) significantly expanding the external channel by recruiting new Independent Financial Advisors (IFAs) and Channel Sales Advisors.

The RM will lead a team of Unit Managers to achieve aggressive net sales and Assets Under Management (AUM) growth targets, develop robust sales strategies, and ensure strict regulatory compliance.

Key Responsibilities:

• Target Achievement: Achieve defined monthly, quarterly, and annual net sales and AUM growth targets for the Mumbai region.
• Channel Management (Dual Focus):
• Drive Mutual Fund and PMS sales across the region through the existing NJ Wealth Network Partners.
• Recruit, onboard, and generate business from new external IFAs (Independent Financial Advisors) and Channel Sales Advisors.
• Strategy & Execution: Develop, strategize, and implement region-specific sales plans that are aligned with the companys overall business objectives.
• Market Intelligence: Track market trends and competitor activities to identify growth opportunities and continually enhance sales strategies.

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• Leadership & Mentorship: Lead, mentor, and motivate a dedicated team of Unit Managers to ensure performance excellence and capability development.
• Performance Review: Conduct regular sales reviews to monitor progress and implement corrective actions.

• Relationship Management: Build, manage, and nurture strong, lasting relationships with both internal stakeholders and external distribution partners/IFAs.
• Education & Awareness: Organize and conduct partner meetings, training sessions, and investor awareness programs to strengthen product knowledge (especially on Factor/Rule-based Investment philosophy) and sales effectiveness.

• Ensure strict adherence to all regulatory and compliance standards in every sales and distribution activity.

Eligibility: Any Masters graduate with minimum 10 yrs of experience in sales of Mutual Funds / PMS and handling the team of IFAs / Channel Sales is preferred.

Location: BKC - Mumbai

Contact: Hemanshu Mevawala | [HIDDEN TEXT] | 9687671918