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



tax consultants and financial planners.
• Explain investment structures, coupon payouts, credit risks, security coverage, maturity premiums and redemption terms.
• Handle investor queries, objections, follow-ups and conversions.
• Coordinate investor KYC, documentation and subscription processes with the operations team.
• 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.
• Solid 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 (India)
🏢 Invest Corners
📍 India