Job
Description
Manager- Mutual Fund Sales Location: Bangalore About the Team The Investments team at Navi manages our portfolio of investment products, including mutual funds and digital gold. The team is responsible for conceptualizing new investment solutions and expanding the customer base for existing products, driving growth and accessibility in the investment space. About the Role This role is centered on driving mutual fund sales and business growth through strong client relationships, market insight, and strategic collaboration. It plays a key part in expanding the client base, enhancing product visibility, and ensuring a high standard of service in a dynamic and performance-driven environment. What We Expect From You 1. Sales & Business Development: Actively prospect new clients, including individual investors, financial advisors, and institutions, to promote the company’s mutual fund offerings. Meet and exceed monthly, quarterly, and annual sales targets. Develop and maintain strong relationships with key clients to drive sales and product awareness. 2. Market Knowledge & Product Expertise: Stay informed about the latest market trends, economic conditions, and regulatory changes impacting mutual funds. Provide clients with in-depth knowledge of mutual fund products, investment strategies, and portfolio construction. Collaborate with internal teams to ensure clients’ needs are being met through suitable product offerings. 3. Relationship Management: Maintain regular communication with existing clients, ensuring ongoing satisfaction and the opportunity for cross-selling and upselling additional products. Act as a primary point of contact for client queries and provide exceptional customer service. Attend client meetings, conferences, and industry events to foster relationships and represent the company. 4. Sales Reporting & Administration: Prepare and submit sales reports, pipeline updates, and market intelligence to management. Track sales performance, account activities, and lead conversion rates. Ensure compliance with all regulatory requirements and internal procedures related to sales activities. 5. Collaboration & Teamwork: Work closely with the marketing and product teams to create promotional materials and campaigns to support mutual fund sales. Collaborate with internal departments to resolve client concerns and ensure seamless service delivery. Must Haves Education: Bachelor’s or Masters degree in Finance, Business, Economics , or a related field. Experience: Minimum 2-5 years of experience in sales within the financial services or investment management industry, preferably with a focus on mutual funds. Proven track record of achieving sales targets and building relationships with clients. Strong understanding of investment products, financial markets, and asset allocation strategies. Skills & Competencies: Excellent communication and presentation skills. Strong negotiation and closing abilities. Ability to build and maintain relationships with key stakeholders. Self-motivated, results-oriented, and able to work independently. Proficient in Microsoft Office Suite and CRM tools. Personal Attributes: High level of integrity and professionalism. Customer-centric approach with a focus on delivering exceptional service. Strong problem-solving skills and ability to think strategically. Ability to thrive in a fast-paced, target-driven environment. Inside Navi We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started! Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity. We’re looking for people who dream big when it comes to innovation. At Navi, you’ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you’re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other—and that starts with every one of us. Why You'll Thrive at Navi At Navi, it’s about how you think, build, and grow. You’ll thrive here if: You’re impact-driven : You take ownership, build boldly, and care about making a real difference. You strive for excellence : Good isn’t good enough. You bring focus, precision, and a passion for quality. You embrace change : You adapt quickly, move fast, and always put the customer first. Show more Show less
