About Us
Lakshya Finserv is an AMFI-registered mutual fund distribution firm with 18+ years in the industry. We serve retail, HNI, UHNI and NRI investors across mutual funds, PMS, AIF and bonds. We're growing our HNI/UHNI and NRI business and want a driven Relationship Manager to grow with us. Role Overview You'll find new clients, build relationships with them and grow their assets with us. The target is to bring in ₹10 Crore in new AUM within the first 12 months.

Key Responsibilities
• Find and bring on current HNI, NRI and affluent retail clients through referrals, networking, events and your existing contacts
• Bring in ₹10 Cr+ of fresh AUM across mutual funds, SIPs,SIFs, PMS, AIF and bonds
• Understand each client's goals, risk profile and finances, and recommend suitable solutions
• Build long-term relationships through regular reviews and good service
• Cross-sell across products and get referrals from existing clients
• Keep client records, the sales pipeline and follow-ups up to date in our CRM
• Follow SEBI/AMFI rules, KYC norms and suitability guidelines Requirements
• 2–5 years of experience in mutual fund sales,



wealth management, private banking or financial product sales
• A proven record of bringing in AUM or meeting sales targets
• Good knowledge of mutual funds, SIPs, and investment products in general
• Excellent communication and people skills (Hindi and English)
• Self-motivated, goal-driven and comfortable with targets
• Graduate in any field (MBA/Finance preferred) Good to Have
• NISM Series V-A (Mutual Fund Distributors) certification (a strong plus)
• An existing client base or network in Jodhpur / Rajasthan
• Experience with NRI clients
• NISM certifications for PMS or other products

What We Offer
• Competitive fixed salary plus attractive performance incentives tied to AUM
• Clear growth path in a firm that is expanding
• Exposure to the full product range: MF, PMS, AIF, bonds
• Mentorship from leadership with 18+ years of industry experience To apply: Send your resume at [email protected] with a short note on your sales/AUM track record.

📌 Sales Executive (Jodhpur)
🏢 Lakshya Finserv
📍 Jodhpur