Relationship Manager – Mutual Fund Distribution Business
3 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.
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Sales Executive Mutual Fund
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Mp Nagar, Bhopal, Madhya Pradesh, India Ksquare Full timecontact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...
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▷ 3 Days Left: Client Reporting
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Lal Bahadur Nagar, India Zyxware Technologies Full timeTitle : Business Development Manager - Staffing Services Location: Hyderabad Employment Type: Full-Time or Freelance Industry: Staffing & Recruitment Role Overview We are seeking a results-driven Business Development Manager to drive revenue growth by acquiring new clients and expanding our staffing services across the US market. This is a hunter role...
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Customer Relationship Executive
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Mp Nagar, Bhopal, Madhya Pradesh, India Ksquare Full timecontact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. **Field Relationship Manager (RM)** in mutual...
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Lal Bahadur Nagar, India MedChemExpress LLC Full timeAbout MedChemExpress The headquarter of MedChemExpress is based in the USA, and we have branch offices and warehouses in Europe and China. We have been supplying our products to most of the renowned research institutes, laboratories, Bio-tech companies, and pharmaceutical companies across the world since 2008. MCE works together with our over 500+ partners...
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Lal Bahadur Nagar, India Fyzo Full timeLocation: Remote / Hybrid (India) Duration: 3 Months (with potential for full-time offer) - Stipend: Performance-based What You’ll Do: - Identify and reach out to potential creators, coaches, and professionals to onboard them on Fyzo. - Build and maintain strong relationships with creators and partners. - Assist in developing partnership strategies and...
