Relationship Manager – Mutual Fund Distribution Business
5 days 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 OverviewWe’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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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...
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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...
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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...
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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...
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Relationship Manager
1 week 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...
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Relationship Manager
1 week 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...
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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...
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Relationship Manager
1 week 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...
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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...
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Relationship Manager
6 days ago
hyderabad district, 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...
