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Relationship Manager – Mutual Fund Sales

Relationship Manager – Mutual Fund Sales

mNiveshthiruvananthapuram, India
21 hours ago
Job description

Job description

Job Title : Relationship Manager – Mutual Fund Sales

Company : mNivesh

Location : Rohini Delhi / Sonipat, Haryana, India

Experience Required : 2–5 Years (Mutual Fund Sales)

Qualification : Graduate with NISM Series V-A (Mutual Fund Distributor Certification)

No. of Openings : 4

About Us

At mNivesh , we are committed to simplifying investments and helping individuals make informed financial decisions. Our mission is to make wealth creation accessible, transparent, and technology-driven through expert advisory and innovative digital platforms.

Job Summary

We are seeking a Relationship Manager – Mutual Fund Sales with 1–3 years of proven experience in selling mutual fund products. The ideal candidate will be responsible for acquiring new clients, maintaining strong customer relationships, and driving mutual fund business growth.

Key Responsibilities

  • Identify, acquire, and onboard new clients for mutual fund investments.
  • Promote and sell various mutual fund schemes based on client requirements.
  • Maintain long-term relationships with existing clients to ensure consistent business.
  • Provide clients with appropriate investment advice in line with their financial goals and risk appetite.
  • Meet sales targets and contribute to the overall growth of the Wealth Management Division.
  • Stay updated with the latest market trends and mutual fund products.

Required Skills & Qualifications

  • NISM Series V-A certification is mandatory.
  • 1–5 years of experience in mutual fund sales or distribution.
  • Strong understanding of mutual fund products and financial markets.
  • Excellent communication, presentation, and interpersonal skills.
  • Self-motivated with a target-orientated mindset.

    • Why Join mNivesh

  • Opportunity to work with a fast-growing fintech-driven investment platform.
  • Professional growth and learning opportunities in wealth management.
  • Supportive and dynamic work environment.

    • Interested candidates can share their updated resume at Contact :

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