Relationship Manager – Mutual Fund Distribution Business

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

Relationship Manager – Mutual Fund Distribution

distribution-focused

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?