Deputy Manager - Business Support

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.

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 Experience:

· Graduate/Postgraduate in Business, Finance, Economics, or related field.

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