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 new 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 positive 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