Relationship Manager - Mutual Fund Distribution Business

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.