Team Lead- Mutual fund

Team Lead Mutual Fund Business Anand Rathi Share and Stock Brokers Limited About the Company Anand Rathi Share and Stock Brokers Limited is a leading financial services organization with over 30 years of proven market excellence. The company offers a diversified range of financial products and services including Equities, Commodities, Currencies, Mutual Funds, PMS, AIFs, and Wealth Solutions across India and international markets. As part of its digital expansion strategy focused on Millennials and Gen Z customers, the organization is strengthening its virtual distribution and digital advisory business. Position: Team Lead Mutual Fund Business Location Goregaon (East), Mumbai Joining Timeline Immediate to 1–2 Months Role Overview The Team Lead will manage and drive a team of Virtual Relationship Managers (VRMs) responsible for promoting Mutual Fund and investment products through digital and virtual channels. The role focuses on driving Mutual Fund AUM growth, customer activation, digital engagement, and client retention through data-driven strategies and virtual relationship management. The ideal candidate should possess strong leadership capabilities, deep understanding of investment products, and proven experience in digital sales and wealth management. Key Responsibilities Team Leadership & Development Lead, manage, and motivate a team of Virtual Relationship Managers (VRMs) Drive AUM growth and digital revenue targets across investment products including: Mutual Funds PMS ETFs NFOs AIFs Set clear performance goals and conduct regular reviews Develop training and mentorship programs focused on: Virtual selling Client engagement Product knowledge Relationship management Build a collaborative and performance-driven culture Ensure high-quality client servicing and issue resolution in a virtual environment Implement customer feedback mechanisms to enhance client experience Performance Management Define and monitor KPIs related to: Client acquisition AUM growth Revenue generation Product penetration Conduct regular coaching and one-on-one reviews with VRMs Use data analytics to identify opportunities and improve team productivity Participate in client calls and manage escalations for high-value clients Ensure compliance with regulatory and internal risk management guidelines Promote adoption of digital tools such as: AI-driven chatbots Digital advisory platforms Automated campaigns Digital Revenue Growth Strategy Develop digital growth strategies in collaboration with marketing teams Drive online customer acquisition and engagement initiatives Design and execute digital AUM scaling strategies Monitor digital sales trends and optimize revenue growth initiatives Client Activation & Retention Execute customer acquisition campaigns through: Online consultations Webinars Virtual product demos Ensure personalized client interactions and advisory support Develop strategies to improve Client retention Engagement Customer lifetime value Data Analysis & Reporting Monitor key business metrics including: ARPU ROI Customer Lifetime Value (CLTV) Engagement levels Use analytics tools to evaluate campaign and team performance Prepare MIS and performance reports for senior management Desired Skills & Competencies Excellent verbal and written communication skills Strong understanding of Mutual Funds PMS AIFs Stock Market operations Strong networking and relationship-building capabilities Analytical and data-driven mindset Ability to lead and inspire virtual teams Strong customer-centric approach High energy, ownership mindset, and result orientation Ability to work in a fast-paced and target-driven environment Excellent time management and multitasking skills Qualifications & Experience Bachelor’s Degree in Finance, Business, Economics, Marketing, or related field MBA or