About GoalFi GoalFi is a SEBI-registered investment research firm on a mission to democratize investment intelligence . We build data-driven, factor-based investment models (smallcases) and offer research-backed advisory tools to empower investors. Founded by Robin Arya , GoalFi combines the power of quantitative research and technology to redefine how Indians invest. We’re growing fast — and we’re looking for a Project Manager who can bring structure, speed, and execution discipline across our operations. The Role: Project Manager – Operations & Growth We’re seeking a hands-on, execution-focused Project Manager to streamline operations and ensure alignment across sales, customer success, research, and marketing. This role is perfect for someone who thrives in high-growth environments and loves bringing order to creative chaos. What You’ll Do Drive and manage cross-functional projects — from sales initiatives and product rollouts to research updates and investor programs. Create and maintain project trackers , set clear timelines, and ensure accountability across teams. Coordinate between sales (wealth & MF) , tele-calling , customer care , and research to remove bottlenecks and ensure seamless execution. Monitor CRM hygiene, sales follow-ups, and lead conversion processes. Standardize internal workflows and ensure team discipline in reporting and task closure. Prepare weekly progress reports and execution dashboards for the Founder. Support special initiatives like new product launches, marketing campaigns, and client experience improvements. What We’re Looking For ✅ Minimum 5 years of experience in project management / business operations / founder’s office roles ✅ Background in fintech, wealth management, mutual funds, or startups preferred ✅ Proven ability to manage multiple stakeholders and track parallel workstreams ✅ Strong communication and follow-up skills — you get things done ✅ Familiar with tools like Asana / Notion / Trello / Google Sheets / Zoho CRM ✅ Analytical mindset with a passion for structure, process, and measurable impact Why Join GoalFi Be part of a high-growth fintech redefining retail investing in India Work directly with the Founder & leadership team Ownership, autonomy, and visible impact from day one Open culture, fast decision-making, and merit-driven growth opportunities Compensation 💰 Competitive salary: (based on experience) Between 4L to 8L per annum 🎯 Performance-based incentives & potential ESOPs for high performers How to Apply 📩 Apply here on LinkedIn or email your CV to aryarobin@goalfi.app with the subject line: “Project Manager – Operations & Growth | [Your Name]”
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.