Freelance Relationship Manager – Mutual Funds, Fixed Income & Wealth Solutions

Location: Remote – India ( Ahmedabad,Mumbai, Bangalore, Kolkata,Pune)

Job Type: Freelance / Independent Consultant

Experience: Minimum 3+ Years

Compensation: ₹40,000 Retainer + Performance-Based Success Fee (Subject to monthly closure conditions)

? IMPORTANT – PLEASE READ BEFORE APPLYING

THIS IS A 100% SELF-SOURCING ROLE.

We are looking for Relationship Managers who already have a robust, active network or database of Retail Investors, Affluent Individuals, Small HNIs (sHNIs) and HNIs.

- The company will NOT provide leads or customer databases.
- You must independently generate prospects through your existing investor network, referrals, CA networks, business owners and other professional connections.
- You must have the ability to source and close investors independently.
- Candidates without an existing investor network or the ability to self-source clients should NOT apply.

About Invest Corners Invest Corners is a Hyderabad-based boutique investment solutions firm working with boutique real estate projects and fixed-income investment opportunities.

We are expanding our distribution network for Unlisted, Unrated, Secured Non-Convertible Debentures (NCDs) .

Key Responsibilities

1. Identify and onboard Retail, Affluent, sHNI and HNI investors through your own network.
2. Generate qualified leads independently without depending on company-provided leads.
3. Pitch fixed-income investment opportunities and primary NCD issuances.
4. Build relationships with investors, business owners, CAs,



tax consultants and financial planners.
5. Explain investment structures, coupon payouts, credit risks, security coverage, maturity premiums and redemption terms.
6. Handle investor queries, objections, follow-ups and conversions.
7. Coordinate investor KYC, documentation and subscription processes with the operations team.
8. Maintain a monthly sales pipeline and achieve agreed closure targets.

Candidate Requirements
- Minimum 3 years of experience in Mutual Funds, Wealth Management, Broking, Asset Management, PMS, Fixed Income or NCD Distribution.
- Existing and accessible database/network of Retail, Affluent, sHNI or HNI investors.
- Experience handling investment tickets of ₹2 Lakhs–₹10 Lakhs or above.
- Prior experience in selling Mutual Funds, Bonds, NCDs, PMS, Fixed Income or other investment products.
- Strong investor relationship management and independent sales closure capabilities.
- Ability to generate business through referrals and personal connections.
- Willingness to work independently on a freelance basis.

Preferred: Candidates with previous NCD, corporate bond, debt product or secured fixed-income distribution experience.

Compensation Structure

- Monthly Retainer: ₹40,000
- Success Fee: 3% on monthly closures up to ₹16 Lakhs.
- For monthly closures beyond ₹16 Lakhs: 5% of total monthly closure value.
- Minimum requirement: At least one successful closure in a month to qualify for the ₹40,000 retainer.
- No successful closure in a month means no retainer payout for that month.

📌 Freelance Relationship Manager – Fixed Income & NCD Distribution (India)
🏢 Invest Corners
📍 India