Deputy Manager- Business Support (Sales Support), Mumbai

Job Description:

POSITION: Deputy Manager – Business Support
Reports to (Position): Regional Head – Retail Sales

Position Purpose: The Deputy Manager – Sales Support will play a key role in enabling the sales team with timely information, operational coordination, distributor servicing, and MIS/reporting support. This position is critical to ensuring smooth sales operations, stronger distributor engagement, and effective business enablement across regions. The ideal candidate should have strong analytical ability, a customer centric approach, knowledge of mutual fund operations, and the capability to collaborate seamlessly with internal and external stakeholders.

Principal Accountabilities:

 Support the regional head in MIS and analytics by preparing and maintaining MIS reports including AUM dashboards, sales performance trackers, SIP trends, channel productivity, and distributor contribution etc as required.
 Responsible for data compilation for NFOs, product launches, and marketing campaigns & market intelligence etc
 Assist the regional and zonal heads with actionable insights to support decision making and performance reporting.
 Consolidate inputs from branches to contribute to regional strategy formulation. 
 Support campaigns, product launches, sales drives, and promotional initiatives
 Create basic presentations, MIS reports, and ad-hoc analyses as and when required.
 Assist in special projects initiated by the Regional Head
 Assist in coordination of event logistics, collaterals, and standard communication templates for sales & distributor engagement programs.
 Maintain updated product decks, presentations, and sales enablement material for sales team with excellent coordination with digital/marketing/product teams.
 Track and assist in distributor empanelment and documentation
 Support in implementing standardized SOPs for sales support functions across regions.
 Track compliance of teams in line with SEBI/AMFI guidelines.

Knowledge, Skills, Competencies, and Certifications

Certifications

 NISM Series V A - Mutual Funds Distributor Module certified
 NISM Series XXI A - NISM PMS

Skills & Competencies

 Strong hands-on experience in Excel, PowerPoint.
 Working knowledge of mutual fund distributor processes, brokerage structures, commission calculators, and industry platforms.
 Familiarity with CAMS/KFintech reporting, empanelment processes, and AMFI guidelines.
 Strong communication and ability to manage multiple stakeholders.
 Customer centric and solution oriented mindset.

Preferred Industry  Graduate/Postgraduate in Business, Finance, Economics, or related field.

Experience  3–5 years of experience in analytics, MIS, or business support roles (preferably in AMC, banking, or financial services)