Executive - Sales Operations

Open 57d

Reporting to: Head of Sales

Work Ex: 3+ years of relevant work experience

Role purpose

Own distributor operations support. Be the single point of contact for Sales and distributors for all ops issues.

Job Description

Understanding of mutual fund operations and industry is must.
Own distributor operations support for the Sales team. Be the first point of contact for the Sales team on any operational issue. Take ownership till closure.
Help distributors get empanelled. Follow up for missing or incorrect documents. Drive the process to completion.
Be the first point of contact for distributor operational issues. Resolve directly when possible. Escalate when needed.
Create compliance reports for the sales team for regular reporting.
Drive resolution with internal teams. This includes Operations, Tech, and Compliance.
Coordinate with the RTA for issues needing their action. Track turnaround time and push for closure.
Set clear turnaround times for key issue types. Monitor SLA breaches and reduce repeat issues.
Maintain clean distributor data in CRM. Ensure correct codes, contacts, and segmentation.
Publish weekly MIS. Share insights, SOPs, and FAQs. Drive process fixes and automation.

Relevant Work experience includes

2 to 5 years in Sales Ops, Sales Support, Partner Ops, Channel Ops, or Mutual Fund Operations.
Work they should have done: handled partner onboarding end to end, chased missing documents, fixed errors, and closed cases within clear timelines.
They must be strong at execution: ticketing and case tracking, follow ups, coordination with internal Ops and RTA teams, compliance reporting.

Must have skills

AMC or RTA operations exposure. Familiarity with distributor workflows and escalations. Strong follow ups and case ownership.
Clear writing and structured updates.
Good Excel or Google Sheets.
Comfort with CRM and ticketing tools.
Ability to coordinate across teams and push for closure.

See also