Mutual Fund Distributor - Financial Advisor

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0 Lacs

Posted:2 weeks ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

MUTUAL FUND DISTRIBUTOR (MFD) - PLANGO INDIA

Position:


ABOUT THE ROLE

Join Plango India's thriving network of Mutual Fund Distributors and build a rewarding career in financial services. We're seeking passionate, disciplined, and energetic professionals to distribute mutual funds and empower investors across India.


ELIGIBILITY (MANDATORY)

✅ NISM V-A Certification – Valid & Current (Required)

✅ Valid ARN Holder – AMFI Registration Number (Required or commitment to obtain)

✅ Partner with Plango India MFDost Program – Formal partnership agreement Note: Only candidates meeting these criteria are eligible.


KEY RESPONSIBILITIES

• Client acquisition and relationship management

• Mutual fund advisory based on client financial goals

• Scheme recommendation and investment advisory

• Documentation, KYC, and regulatory compliance

• Monthly sales targets and AUM growth

• Portfolio review and client support

• Digital platform proficiency

• Product knowledge and market updates


COMPENSATION & BENEFITS

Earnings:

✅ Trail Commissions Based – Ongoing income on AUM generated (Follows SEBI & AMFI all rules)

✅ Incentive Bonuses Plus – Performance-based rewards

✅ Unlimited Earning Potential – No income caps Onboarding Package:

✅ Plango India Associate Welcome Kit – Official materials & branding

✅ Digital Tools & App Login – Advanced MFD portal & mobile app

✅ Online & Offline Training – Product knowledge, sales skills, compliance

✅ Dedicated RM (Relationship Manager) – Personal guidance & mentorship

✅ 24/7 Technical Support – Backend assistance

✅ Marketing Collaterals – Pre-designed promotional materials

✅ Peer Learning Community – Network with successful MFD partners


IDEAL CANDIDATE PROFILE

We seek individuals with the "Z-Factor": ✨ Energetic & Ambitious – Driven to achieve and grow

✨ Friendly & Approachable – Build genuine client relationships

✨ Dedicated & Focused – Committed to excellence and targets

✨ Disciplined & Ethical – Maintain compliance and integrity

✨ Tech-Savvy – Comfortable with digital tools

✨ Self-Motivated – Thrive in a partnership model


REQUIRED QUALIFICATIONS

• NISM V-A Certification (Mandatory)

• Valid ARN or commitment to obtain

• Bachelor's degree (preferred)

• 0-1 years financial services experience (preferred)

• Strong communication & sales skills

• Financial analytical mindset


WHY JOIN PLANGO INDIA?

✨ Energetic, friendly, and supportive work environment

✨ Unlimited earning potential with trail commissions

✨ Comprehensive training & continuous development

✨ Technology-enabled tools for efficient client management

✨ Flexible working hours and location independence

✨ Dedicated support from experienced mentors

✨ Career growth opportunities and team building

✨ Work with a trusted, compliant financial services organization


WORK CULTURE

🤝 Dynamic, collaborative, and results-oriented

💼 Flexible, independent partnership model

🎯 Supportive ecosystem with dedicated guidance

💡 Innovative and growth-focused environment


HOW TO APPLY

Requirements for Application:

Valid NISM V-A Certificate

Valid ARN or commitment to obtain

Professional details and contact information

Application Process:

Click "Apply" and submit the form

Provide NISM certificate and ARN details

HR review within 48 hours

Discussion call with shortlisted candidates

Partnership agreement signing

Begin your journey with Plango India!


CALL TO ACTION

Do You Have the Z-Factor?

If you're NISM V-A certified, energetic, dedicated, focused, disciplined, and ready to build a sustainable income through mutual fund distribution—Plango India is calling you! Let's grow together in a vibrant, energetic, friendly, and professional environment.


CONTACT US

Company: Plango India Pvt Ltd Position: Mutual Fund Distributor (MFDost Partner) 📧 Email: hr@plangoindia.co, plangoindia@gmail.com | 📱 Phone: +91 8340691577 LinkedIn: @PlangoIndiaLtd

Join Plango India Today & Grow Your Financial Services Career!

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