01Overview
Role Overview
We are looking for a agile and execution-focused skilled to lead MFD acquisition events, partner engagement initiatives, and investor education programs. The role will be responsible for planning and executing high-impact events, strengthening relationships with
Mutual Fund Distributors (MFDs), collaborating with Asset Management Companies (AMCs), and driving measurable business outcomes through regional activations and educational initiatives.
Key Responsibilities
Plan and execute MFD acquisition events, partner meets, investor education sessions, and regional activation programs to support business growth.
Develop monthly and quarterly event calendars across priority cities and key MFD clusters, aligned with organizational objectives and business priorities.
Manage end-to-end event execution, including agenda planning, speaker coordination, invitations, venue management, content creation, logistics, lead capture, and post-event engagement.
Organize SIP awareness campaigns, goal-based investing workshops, tax-saving initiatives, and first-time investor education programs to enhance investor participation and financial literacy.
Collaborate with Asset Management Companies (AMCs) to conduct fund manager interactions, market outlook sessions, product launches, and training workshops for partners.
Support partner recognition programs, regional MFD communities, and engagement initiatives to strengthen distributor relationships and drive long-term loyalty.
Track and analyze event effectiveness using key metrics such as MFD lead generation, investor acquisition, onboarding conversions, SIP activations, attendance, and cost per lead.
Work closely with sales, marketing, and product teams to ensure events are aligned with business objectives and deliver a seamless participant experience.
Identify opportunities to improve event formats, engagement strategies, and ROI through feedback analysis and performance insights.
Maintain event reports, budgets, and .
