Company Description Wealthy is a fintech platform whose award-winning app empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and in-depth product research. The company focuses on helping MFDs scale their businesses efficiently while serving clients with greater transparency and convenience. Over 10,000 MFDs across more than 30 branches rely on Wealthy’s tools and services to build their assets under management (AUM).

Wealthy enables distributors to offer a broad range of mutual fund solutions and streamline operations, allowing them to grow clients’ wealth faster. The work environment values collaboration, client-centric thinking, and continuous learning in the evolving financial services landscape.

Role Description This is a full-time, on-site Mutual Fund Distributor role based in Vadodara. The role involves advising clients on suitable mutual fund products, understanding their financial goals and risk appetite, and recommending diversified investment solutions.

The Mutual Fund

Distributor will meet clients regularly, conduct portfolio reviews, and provide ongoing support through market updates and performance tracking.

Responsibilities include using Wealthy’s app to execute transactions, maintain accurate records, monitor AUM growth, and ensure compliance with regulatory guidelines.



The role also requires prospecting new clients, nurturing long-term relationships, and collaborating with internal teams for product insights and training.

Qualifications Solid client relationship and communication skills, with the ability to explain investment concepts clearly and build trust.

Sound understanding of mutual funds, asset allocation, and basic financial planning principles, with the ability to analyze product suitability.

Comfort with using digital tools and mobile apps for transactions, reporting, and portfolio tracking; basic data and Excel proficiency is an advantage.

Goal-oriented mindset with skills in sales, networking, and lead generation to expand the client base and grow AUM.

Attention to detail and adherence to regulatory and compliance requirements, including documentation and KYC norms.

Relevant certifications or registration as a Mutual Fund Distributor (such as NISM Mutual Fund Distribution certification) preferred.

Prior experience in financial services, wealth management, or mutual fund distribution is beneficial but not strictly required.

Ability to work on-site in Vadodara, manage a structured schedule, and collaborate with branch and support teams.

📌 Mutual fund distributor (Vadodara)
🏢 Wealthy
📍 Vadodara