mNivesh 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 Overview
We 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 robust 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 solid relationship-building abilities.
NISM certification preferred/mandatory as per role requirements.
What We Offer
Growth opportunities in the wealth management industry.
Professional learning and development.
Performance-based incentives.
📌 Sales Mutual Fund Delhi
🏢 mNivesh
📍 Delhi
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