MFDs onboarded on MF Astra
Experience · Groww AMC
Relationship ManagerIntern · 2026
Strengthening mutual-fund distribution through distributor engagement, digital onboarding and disciplined lead tracking.
01 · Overview
Mutual-fund distribution, from the field.
During my internship at Groww AMC, I worked on mutual-fund distribution and distributor engagement.
My responsibilities involved interacting with Mutual Fund Distributors, Independent Financial Advisors and brokers, supporting digital onboarding and tracking the progress of leads and platform adoption.
Only non-confidential and publicly shareable internship information is presented in this portfolio.
02 · Outcomes
Execution, made visible.
Verified internship outcomes from the approved portfolio brief.
Meetings with MFDs, IFAs and brokers
Distributor concerns addressed
Leads tracked through Excel
Digital distribution ecosystem explored
03 · Responsibilities
What I worked on.
Distributor engagement
- Engaged with MFDs, IFAs and brokers
- Explained MF Astra onboarding
- Addressed platform-adoption concerns
Digital onboarding
- Supported distributor onboarding
- Followed up with prospective distributors
- Explained documentation steps
Lead discipline
- Maintained interaction records
- Tracked progress using Excel
- Supported structured reporting
04 · Workflow
A disciplined onboarding sequence.
Lead identification
Initial contact
Product discussion
Concern resolution
Documentation
Follow-up
Tracker update
05 · Learning
Capabilities strengthened.
The experience developed both financial-product awareness and the relationship skills needed to support distribution.
Distribution ecosystem
MFD, IFA and broker roles in bringing mutual-fund products to market.
Relationship management
Professional follow-up, concern resolution and distributor communication.
Digital onboarding
Understanding a platform-led workflow from introduction to activation.
Objection handling
Listening to adoption concerns and responding with process clarity.
Lead management
Maintaining reliable interaction records and status updates.
Reporting discipline
Using Excel and structured reporting to make progress visible.
06 · Gallery
Inside the internship.
Publicly shareable photographs from the office and field experience.
