GarudVista Wealth Solutions LLP

🌟 Join GarudVista as a Mutual Fund Distributor 🌟 Empower Financial Growth, One Portfolio at a Time 🔍 Role Overview At GarudVista Wealth Solutions LLP , we are on a mission to redefine personal wealth management across India and abroad. As a Mutual Fund Distributor , you’ll be the bridge between informed financial strategies and client success. This role offers you the opportunity to work with HNIs, NRIs, families, and corporates—guiding them toward financial prosperity through well-researched mutual fund recommendations. Success in this position looks like building a loyal client base, consistently achieving AUM targets, and providing clients with confidence and clarity in their financial journey. This role is a core pillar of our organization’s growth and client-first philosophy. 🎯 Key Responsibilities Understand and analyze clients' financial needs, goals, and risk appetite Recommend suitable mutual fund schemes across equity, debt, hybrid, and international categories Build and nurture long-term relationships through consistent follow-ups, reviews, and education Maintain updated knowledge of industry trends, SEBI regulations, and product innovations Collaborate with the research and strategy team to deliver best-in-class investment solutions Ensure compliance and proper documentation of transactions and client onboarding Achieve monthly and quarterly distribution and revenue targets 🛠️ Qualifications & Skills Required Minimum Graduate (Finance/Commerce preferred; MBA/CFA/NISM Certified candidates get preference) NISM Series V-A certification is mandatory (or willingness to complete within 30 days of joining) Strong communication, presentation, and interpersonal skills Passion for personal finance, wealth creation, and investor awareness Self-motivated, ethical, and performance-driven mindset Prior experience in wealth management, mutual fund distribution, or financial services is a plus Ability to use digital tools, platforms, and CRM for reporting and servicing 🤝 Why Join GarudVista? Access to a fast-growing AUM of ₹48+ Crores and 127+ satisfied clients Opportunity to manage and grow HNI/NRI portfolios Transparent incentive structure, ongoing mentorship, and growth-focused environment Platform to become a trusted financial advisor and build your own client base Be a part of a visionary company shaping India’s wealth creation story 📩 Ready to begin your journey with GarudVista? Send your CV to info@garudvista.com or call us at +91-8810643471 Explore: 🌐 www.garudvista.com |