Relationship Manager – Mutual Fund Sales

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About Us

mNivesh

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 requirements.
• Maintain long-term relationships with existing clients to ensure consistent business.
• Provide clients with appropriate investment advice in line with their financial goals and risk appetite.
• Meet sales targets and contribute to the overall growth of the Wealth Management Division.
• Stay updated with the latest market trends and mutual fund products.

Required Skills & Qualifications

• NISM Series V-A certification

  is

  mandatory

  .
• 1–5 years of

  experience in mutual fund sales or distribution

  .
• Strong understanding of mutual fund products and financial markets.
• Excellent communication, presentation, and interpersonal skills.
• Self-motivated with a target-orientated mindset.

Why Join mNivesh

• Opportunity to work with a fast-growing fintech-driven investment platform.
• Professional growth and learning opportunities in wealth management.
• Supportive and dynamic work environment.

Interested candidates can share their updated resume at vipul@niveshonline.com.

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