Company Description mNivesh is among the leading mutual fund distributors in India and consistently ranks in the top five in Delhi. Established in 2006, the company has built a strong presence in the investment services space, actively managing approximately 600 Crore of assets under management entirely in mutual funds. mNivesh offers a diversified range of financial products, including stocks, insurance, fixed deposits, bonds, and debentures, to support clients in building balanced portfolios. The organization is committed to providing consistent service quality to clients across the world and helping them achieve their financial milestones.

Role Description This is a full-time, on-site Sales Mutual Fund role based in Delhi, India. The role involves engaging with prospective and existing clients to understand their financial goals, explaining mutual fund products, and recommending suitable investment options. The team member will be responsible for generating leads, conducting client meetings, preparing investment proposals, and ensuring timely completion of transactions and documentation.





Daily tasks include monitoring client portfolios, providing periodic performance reviews, and sharing market updates to support informed decision-making. The role also requires close collaboration with internal teams to maintain compliance with regulatory standards and uphold high service quality.

Qualifications

- Candidates should possess robust knowledge of Mutual Funds and Investments.
- Candidates should possess solid Finance and Analytical Skills.
- Candidates should possess effective Communication skills for client interaction and relationship-building.
- Relevant experience in sales or financial advisory, preferably in mutual funds or wealth management.
- Understanding of SEBI and other applicable regulations is beneficial.
- Ability to work with targets and manage multiple client accounts efficiently.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred.

📌 Sales Mutual Fund (Delhi)
🏢 mNivesh
📍 Delhi