Marketing & Sales Manager – Mutual Funds (HNIs)

21 hours ago


Mumbai, Maharashtra, India MoneyCare Financial Planning Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About Us

Founded in 2002,
MoneyCare Financial Planning
is one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.

Role Overview

We are seeking a
Marketing & Sales Manager
with expertise in
Mutual Funds (HNIs)
and
Social Media Marketing
. This role combines relationship management with digital outreach to drive client acquisition and brand visibility

Key Responsibilities

  • Acquire & manage HNI clients for Mutual Fund investments.
  • Build strong, long-term client relationships.
  • Plan and execute social media campaigns (LinkedIn, Instagram, etc.).
  • Develop and implement sales & marketing strategies.
  • Provide tailored investment solutions aligned with client goals.

Requirements

  • 2 years of experience
    in Mutual Fund sales / wealth management.
  • Strong knowledge of
    social media & digital marketing
    .
  • Proven ability to work with HNIs.
  • Excellent communication & presentation skills.
  • Willing to commit at least
    5 years
    with the firm.

What We Offer

  • Opportunity to work with one of India's pioneering financial planning firms.
  • Blend of traditional client relationships & modern digital strategies.
  • Transparent, growth-oriented work culture.
  • Competitive compensation.

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