Company: mNivesh

Location:
Rohini, Delhi Employment Type: Full-Time About mNiveshmNivesh is a leading mutual fund distribution and wealth management firm, helping clients achieve their financial goals through a range of investment and financial products. Role OverviewWe are looking for a motivated and client-focused Mutual Fund Executive to manage client relationships, generate business opportunities, and provide investment-related assistance while promoting mutual fund products.

Key Responsibilities
• Generate leads and acquire new clients for mutual fund investments.
• Understand clients' financial goals and recommend suitable mutual fund products.
• Explain mutual fund schemes, features, risks, and investment options.
• Build and maintain strong relationships with existing and prospective clients.
• Assist clients with account opening, KYC, onboarding, and investment transactions.




• Coordinate with fund houses and internal teams for smooth execution of transactions.
• Follow up with clients and provide regular portfolio updates.
• Achieve assigned business and sales targets. Required Skills & Qualifications
• Graduate in any discipline (Finance/Commerce preferred).
• 1–3 years of experience in Mutual Funds, BFSI, Banking, or Financial Services preferred.
• Good communication and client-handling skills.
• Basic knowledge of mutual fund products and financial markets.
• Sales-oriented approach with strong relationship-building abilities.
• NISM certification preferred/mandatory as per role requirements.

What We Offer
• Growth opportunities in the wealth management industry.
• Qualified learning and development.
• Performance-based incentives.

📌 Sales Mutual Fund (India)
🏢 mNivesh
📍 India