About the Role

We are looking for a dynamic, target-oriented Sales & Marketing professional with experience in Mutual Funds, Financial Services, FinTech, NBFC, Wealth Management, Lending, or Investment Products. The candidate will be responsible for driving business growth, acquiring and managing clients/partners, developing distribution channels, and promoting the company's FinTech and bridge-lending solutions, along with relevant financial products. Candidates with existing relationships with Mutual Fund Distributors (MFDs), IFAs, RIAs, wealth managers, NBFCs, banks, corporates, and financial institutions will be preferred.

Key Responsibilities

- Drive sales, business development, and revenue growth for the company's FinTech and bridge-lending solutions.
- Identify and acquire new customers, channel partners, distributors, and institutional relationships.
- Develop and maintain relationships with MFDs, IFAs, RIAs, wealth managers, NBFCs, banks, and other financial intermediaries.
- Generate leads through direct sales, networking, partnerships, referrals, events, and digital channels.
- Understand client requirements and present appropriate financial and lending solutions.
- Drive customer acquisition, onboarding, engagement, and retention.
- Build and manage a strong sales pipeline and achieve monthly, quarterly, and annual targets.
- Develop current markets and identify opportunities for business expansion.
- Conduct presentations, client meetings, product demonstrations, and partner meetings.
- Coordinate with operations, credit, technology, compliance, and management teams for smooth execution.
- Track market trends, competitor offerings, customer requirements, and emerging opportunities in FinTech and financial services.
- Maintain accurate sales reports, CRM records, MIS, and business forecasts.




- Develop and execute local sales and marketing initiatives to increase brand visibility and business volumes.

Mutual Fund / Investment Business Responsibilities

Candidates with Mutual Fund experience will be expected to:

- Drive mutual fund sales, SIP acquisition, AUM growth, and client engagement.
- Develop relationships with MFDs, IFAs, wealth managers, and other distribution partners.
- Promote relevant mutual fund and investment solutions in accordance with company policies and applicable regulations.
- Conduct product presentations and educate distribution partners about available products.
- Track sales performance, AUM, SIP book, and partner productivity.
- Support onboarding, KYC, documentation, and transaction processes. Maintain proper records and ensure adherence to applicable SEBI/AMFI and internal compliance requirements. Current industry roles similarly emphasise AUM/SIP growth, distributor relationships, CRM reporting, and SEBI/AMFI compliance.

Bridge-Lending / FinTech Responsibilities

- Identify potential borrowers, business clients, investors, and strategic partners.
- Develop business opportunities for short-term/bridge financing and technology-enabled lending solutions.
- Build relationships with businesses, financial intermediaries, investors, and lending partners.
- Understand basic credit requirements and coordinate with the credit/underwriting team.
- Support the complete sales cycle from lead generation client qualification documentation sanction/disbursement coordination relationship management.




- Develop partnerships with fintech platforms, NBFCs, financial institutions, and wealth/investment networks.
- Explore opportunities to distribute lending solutions through third-party channels.

Required Skills

- Strong sales, negotiation, networking, and relationship-management skills.
- Good understanding of Mutual Funds, Financial Products, FinTech, Lending, NBFCs, or Wealth Management.
- Strong business-development and target-oriented mindset.
- Excellent communication and presentation skills.
- Ability to independently generate leads and convert prospects into business.
- Good understanding of CRM, MS Excel, and sales MIS.
- Strong commercial acumen and ability to identify business opportunities.
- Willingness to travel for client and partner meetings when required.

Preferred Qualifications & Experience

- Experience: 15 years in Sales, Business Development, Mutual Funds, Wealth Management, Banking, NBFC, FinTech, Insurance, Lending, or Financial Product Distribution.
- Graduate in Finance, Commerce, Business Administration, Marketing, or a related discipline preferred.
- NISM Series V-A / relevant Mutual Fund certification will be an advantage for candidates handling mutual-fund distribution activities; such certification is commonly required or preferred for mutual-fund sales roles.
- Existing network among MFDs, IFAs, RIAs, wealth managers, NBFCs, banks, or corporate clients will be a strong advantage.

Compensation Annual CTC: 3.5 Lakh 6.0 Lakh Compensation will be determined based on experience, existing client/partner network, product knowledge, sales track record, and overall suitability.

Job Locations

Delhi NCR | Mumbai | Patna | Kolkata Candidates should be comfortable with field sales, client meetings, business travel, and relationship-building activities as required.

📌 Sales & Marketing (Patna)
🏢 Anaisha Products
📍 Patna