Mutual Fund Business Development Agent / Investment Referral Partner

Company Overview

We are an AMFI-registered Mutual Fund Distributor helping clients plan and grow their wealth through SIPs, lumpsum investments, and customized mutual fund portfolios.

Our mission is to make every individual financially independent by having proper investment & protection in reaching their financial goals.

across Telangana and Andhra Pradesh

Role Summary

As a Mutual Fund Business Development Agent, your primary responsibility will be to bring new clients interested in investing in mutual funds — through SIPs or lumpsum mode. You will act as a financial guide, helping clients start their investment journey with confidence.

Key Responsibilities

• Identify and connect with potential clients interested in

  MUTUAL FUNDS

  and

  INSURANCE

  areas.
• Explain the benefits of systematic investing and basic mutual fund concepts.
• Collect client details and introduce them to the main MFD (Mutual Fund Distributor).
• Maintain relationships with referred clients for continued engagement.
• Meet monthly/quarterly targets for client acquisition and investment volume (AUM).
• Update client and lead data in CRM or Excel tracking system.
• Participate in financial awareness programs or online webinars (optional).

Who Can Apply

• Individuals with a

  sales, finance, or insurance background

  preferred.

• Independent financial advisors, LIC agents, or part-time financial enthusiasts

  are welcome.
• Should have

  basic understanding of mutual funds and financial products

  .
• Must possess

  good communication and networking skills

  .

• No prior experience

  required — training and marketing materials will be provided.

Eligibility

• Age: 21 years and above
• Education: Minimum 10+2 (Graduation preferred)
• Should have

  PAN and Aadhaar

  (mandatory for KYC and compliance)
• Must be able to communicate in

  English, Telugu, and Hindi

• Smartphone and internet connection required.

Compensation & Incentives (Hybrid Model)

Hybrid Commission Plan

1. Referral Bonus:

   ₹500–₹2,000 per new client (based on SIP/lumpsum size)

2. Quarterly Bonus:

   ₹5,000 bonus for achieving ₹25 lakh AUM in a quarter

3. Annual Rewards:

   ₹10,000 additional bonus for achieving ₹1 crore+ AUM in a year

Training & Support

• Free onboarding and training on mutual fund products
• Sales and client acquisition guidance
• Access to digital tools for tracking leads and commissions
• Continuous support from experienced financial advisors

Work Type

• Flexible / Part-Time / Commission-Based

• Work within

  Telangana and Andhra Pradesh

  — operate locally or remotely as per convenience

Location

📍 Telangana & Andhra Pradesh (All districts)

How to Apply

Interested candidates can contact us directly via phone or WhatsApp at:

9848026800 / 6281470907

Please share the following details:

• Full Name
• City / District (Telangana or Andhra Pradesh)
• Contact Number
• Experience (if any)
• PAN / Aadhaar (optional at this stage)

Important Note

not a salaried position

Agents will not collect or handle client money directly — all investments are processed through authorized mutual fund channels.