Relationship Manager – Mutual Fund Distribution Business
19 hours 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.
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Service Executive- Mutual Fund
2 weeks ago
Mp Nagar, Bhopal, Madhya Pradesh, India Ksquare Full timecontact-9329144909 **ONLY FOR BHOPAL LOCATION.** **Team Leader in Mutual Funds - Key Responsibilities**: - **Team Management & Supervision**: - Lead, mentor, and supervise a team of Relationship Managers or sales executives to ensure high performance and alignment with business goals. - **Target Setting & Performance Monitoring**: Set individual and team...
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▷ 3 Days Left: Client Reporting
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Relationship Manager
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