About Fydaa

Fydaa (फ़ायद़ा) is a mass-market financial planning platform for Tier 1, 2 and 3 cities across India. We believe structured financial planning is not just for the affluent — every salaried professional and small business owner deserves access to it. Our field-first model, built around weekly investor education seminars and WhatsApp-led outreach. Fydaa is operated by Fydaa Analytics Private L imited (AMFI ARN: 358522).

Role: Mutual Fund Distributor — Relationship Manager

We are looking for an experienced, client-facing MFD professional to join Fydaa as a full-time Relationship Manager. You will manage and grow a client book, drive current SIP enrolments through seminars and referrals, and serve as the primary financial planning touchpoint for clients in your assigned territory. This is a high-ownership role with clear income upside tied directly to the AUM you build and maintain — the more your book grows, the more you earn.

Key Responsibilities

- Manage and grow your assigned client book — target 20–30% AUM growth per quarter through new SIPs and top-ups
- Conduct one-on-one financial planning meetings using Fydaa's standardized process, risk profiling tools, and goal-planning templates
- Attend and present at Fydaa's weekly Saturday investor education seminars as the primary client-facing representative




- Convert seminar attendees and WhatsApp-channel leads into onboarded clients — from first meeting to completed KYC and first SIP
- Drive referral-based acquisition from existing clients through Fydaa's structured referral process
- Conduct annual portfolio reviews for every client in your book — ensuring goal alignment and timely SIP step-ups
- Maintain client records, risk profiles, and communication logs on Fydaa's CRM as per compliance requirements

Who We're Looking For

- Active AMFI ARN holder with a minimum existing AUM of ₹1 Crore — this is a firm requirement, not a preference
- Minimum 2 years of experience as a practising MFD or in mutual fund distribution
- Strong existing client relationships in Meerut or the surrounding Tier 1/2/3 market
- Proven track record of independently acquiring clients — not solely through employer-provided leads
- Comfortable presenting in a seminar format and conducting individual financial planning conversations
- Basic digital literacy: smartphone, WhatsApp, and a simple CRM for client records
- Hindi-medium communication strongly preferred — most Fydaa clients are most comfortable in Hindi

Pay: ₹25,000.00 - ₹60,000.00 per month

Benefits:

- Paid sick time
- Provident Fund

Work Location: Remote

📌 Relationship Manager - MFD (India)
🏢 Multistrato Capital Advisors
📍 India