Manager - Sales - Mutual Funds

About the Role:

Univest is looking for a Sales Manager - Mutual Funds to drive revenue through the acquisition and management of HNI/UHNI clients. The role requires strong relationship-building and consultative selling skills, with the ability to understand client investment needs and recommend suitable Mutual Fund products.

This is a pure IC sales role with a strong focus on HNI client acquisition, relationship management and MF sales.

Key Responsibilities:

- Acquire and onboard HNI/UHNI clients through direct sourcing, references, networking and existing relationships.

- Drive Mutual Fund sales across relevant categories based on client requirements, risk profile and investment objectives.

- Build and manage long-term relationships with HNI clients and become their trusted investment point of contact.

- Generate revenue through AUM growth, SIPs, lump-sum investments and portfolio expansion.

- Understand clients' financial goals and provide suitable Mutual Fund investment solutions.

- Maintain regular engagement with clients and identify opportunities for cross-sell and upsell.

- Build a strong personal network and continuously develop the HNI client base.

- Track sales pipeline, conversions, AUM and revenue against defined targets.

- Work closely with internal teams to ensure smooth onboarding, transaction execution and client servicing.

- Stay updated on Mutual Fund products, market trends and investment opportunities to have meaningful conversations with clients.

What Were Looking For:

- 3-5 years of experience in Mutual Fund, Wealth Management, Private Banking, Broking or Investment Sales.

- Proven ability to acquire and sell to HNI clients.

- Strong existing HNI/UHNI client network will be an advantage.

- Demonstrated track record of achieving sales/AUM targets.

- Strong understanding of Mutual Fund products and investment solutions.

- Excellent relationship management, communication and negotiation skills.

- High ownership and ability to independently manage the complete sales cycle.

- Strong commercial mindset with a hunter + relationship manager approach.

- Comfortable working as an Individual Contributor, with direct responsibility for business generation.