Relationship Manager – Mutual Fund Sales

3 years

0 Lacs

Posted:1 day ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About Us

mNivesh is committed to simplifying investments and empowering individuals to make informed financial decisions. Our mission is to make wealth creation accessible, transparent, and technology-driven through expert advisory and innovative digital tools.

Job Summary

Relationship Manager – Mutual Fund Sales

Key Responsibilities

  • Identify, acquire, and onboard new clients for mutual fund investments.
  • Promote and sell various mutual fund schemes based on client needs.
  • Build and maintain long-term client relationships for continuous business.
  • Provide investment advisory based on clients’ financial goals and risk appetite.
  • Achieve sales targets and support the growth of the Wealth Management Division.
  • Stay updated on market trends, mutual fund products, and industry regulations.

Required Skills & Qualifications

  • NISM Series V-A certification is mandatory.

  • 1–5 years of experience in mutual fund sales or distribution.
  • Strong knowledge of mutual fund products and financial markets.
  • Excellent communication, presentation, and interpersonal skills.
  • Self-motivated, target-driven, and customer-focused.

Why Join mNivesh

  • Opportunity to work with a fast-growing, technology-driven investment platform.
  • Excellent learning and career growth opportunities in wealth management.
  • Supportive, dynamic, and collaborative work environment.

Interested candidates can send their updated resume to:

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