Relationship Manager – Mutual Fund Distribution Business
4 weeks ago
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 We’re looking for a Relationship Manager – Mutual Fund Distribution to drive client engagement, educate investors about mutual fund products, and grow GoalFi’s distribution business. This is a distribution-focused role, operating under GoalFi’s registered mutual fund distribution entity — not involved in research advisory activities . 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? Apply now or DM us if you’re passionate about helping investors make informed mutual fund decisions.
-
Hyderabad, India GoalFi Full timeAbout GoalFiGoalFi 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 OverviewWe’re looking for a Relationship Manager...
-
Hyderabad, India GoalFi Full timeAbout GoalFiGoalFi 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 OverviewWe’re looking for a Relationship Manager...
-
Hyderabad, India GoalFi Full timeAbout GoalFiGoalFi 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 OverviewWe’re looking for a Relationship Manager...
-
Hyderabad, India GoalFi Full timeAbout 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 We’re looking for a Relationship...
-
Relationship Manager
4 weeks ago
Hyderabad, India GoalFi Full timeAbout 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 We’re looking for a Relationship...
-
Relationship Manager
4 weeks ago
Hyderabad, India GoalFi Full timeAbout 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 We're looking for a Relationship Manager...
-
Hyderabad, India GoalFi Full timeAbout 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 OverviewWe’re looking for a Relationship Manager...
-
Relationship manager
4 weeks ago
Hyderabad, India GoalFi Full timeAbout Goal Fi Goal Fi 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 We’re looking for a Relationship...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Aditya Birla Sun Life Mutual Fund (ABSLMF) Full timeCompany DescriptionAditya Birla Sun Life Mutual Fund (ABSLMF) is one of the Top 10 AMCs in India & offers a wide range of product offerings across equity, debt, balanced, and structured asset classes, with close to 7.6 million investor scheme accounts. The company provides diverse investment options, including equity schemes, hybrid funds, debt, and treasury...
-
RM Mutual Funds
2 weeks ago
Hyderabad, Telangana, India Wego Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRoles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.Provide investment advisory services to existing and potential clients on various asset classes such as...
