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Relationship Manager – Mutual Fund Distribution Business [27 / 10 / 2025]

Relationship Manager – Mutual Fund Distribution Business [27 / 10 / 2025]

GoalFiIndia
14 hours ago
Job description

About GoalFi

  • GoalFi is a research-driven fintech platform that leverages technology and data to empower investors with smart, transparent, and goal-oriented investment solutions. Our mutual fund distribution vertical focuses on making access to quality funds seamless and research-informed for investors.

Role Overview

We’re looking for a Relationship Manager – Mutual Fund Distribution to drive client engagement, educate investors about mutual fund products, and grow GoalFi’s distribution business.

This is a distribution-focused role, operating under GoalFi’s registered mutual fund distribution entity — not involved in research advisory activities.

Key Responsibilities

  • Acquire and manage clients for GoalFi’s mutual fund offerings.
  • Explain mutual fund categories, performance, and suitability based on investor profiles.
  • Conduct investor education sessions, webinars, and client engagement initiatives.
  • Manage onboarding, documentation, and servicing through digital and offline channels.
  • Coordinate with the product and operations teams to ensure smooth execution and client satisfaction.

    • Required Skills & Qualifications

  • Graduate / Postgraduate in Finance, Commerce, or related field.
  • NISM V-A (Mutual Fund Distributor) certification mandatory.
  • 2–6 years of experience in mutual fund sales, distribution, or wealth management.
  • Strong understanding of mutual fund categories, SIPs, and product positioning.
  • Excellent communication and relationship-building skills.

    • Why Join GoalFi?

  • Be part of a fast-growing fintech expanding its distribution network.
  • Work with a research-backed fund selection process.
  • Transparent, merit-based growth opportunities.
  • 4L-6L+ CTC + performance-based incentives.

    • Interested? Apply now or DM us if you’re passionate about helping investors make informed mutual fund decisions.

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