Sales mutual fund

Company Description mNivesh is a leading distributor of mutual funds across India, consistently ranking among the top performers and within the top five in Delhi, India. Established in 2006, the company has built a strong presence in the investment space with a diversified portfolio that includes mutual funds, stocks, insurance, fixed deposits, bonds, and debentures. mNivesh currently manages approximately 450–475 Crore of Assets Under Management (AUM) exclusively in mutual funds. The organization focuses on helping clients achieve their financial milestones with consistent service quality, regardless of where they are located. mNivesh offers a professional environment for individuals interested in building a long-term career in financial services and investment distribution.

Role Description The Sales Mutual Fund role at mNivesh is a full-time, on-site position based in Delhi, India. The individual in this role will focus on generating and growing mutual fund business by identifying prospective clients, conducting client meetings, and explaining suitable investment solutions aligned with their financial goals. Day-to-day responsibilities include assessing client risk profiles, recommending appropriate mutual fund schemes, and maintaining ongoing relationships through regular portfolio reviews and performance updates. The role also involves coordinating with internal teams, ensuring compliance with regulatory guidelines, and maintaining accurate records of client interactions and transactions. The position requires proactive follow-up, participation in sales campaigns and investor awareness activities, and consistent achievement of sales and AUM targets.

Experience: 1 to 3 years

Salary: 30K

Location – Delhi and Sonipat

Qualifications

• Candidates should possess strong knowledge of Mutual Funds and Investments, with a clear understanding of different fund categories and portfolio diversification.
• Candidates should possess solid Analytical Skills and Finance knowledge to assess client needs, interpret market trends, and evaluate product suitability.
• Candidates should possess excellent Communication skills to explain financial products clearly, build trust, and maintain long-term client relationships.
• Candidates should possess client relationship management abilities, negotiation skills, and a target-oriented mindset.
• Relevant certifications such as NISM Mutual Fund Distributor or equivalent are highly preferred.
• A bachelor's degree in Finance, Commerce, Business, Economics, or a related field is beneficial.
• Prior experience in mutual fund sales, wealth management, or financial product distribution is an advantage.
• Ability to work ethically within regulatory and compliance frameworks and familiarity with SEBI and AMFI guidelines is desirable.