Sales Manager - Mutual Funds

About the Role:

We are looking for a high-performing Sales Manager - Mutual Funds to drive premium mutual fund sales with HNI and affluent clients. This is a pure individual contributor role focused on building relationships, identifying investment opportunities, and driving revenue through consultative and high-value sales.

Key Responsibilities:

- Drive end-to-end sales of Mutual Fund products to HNI, affluent and high-value clients.

- Build and manage a strong pipeline through direct prospecting, referrals and relationship-led sales.

- Understand clients' financial goals and recommend suitable Mutual Fund investment solutions.

- Own the complete sales cycle - lead generation, pitching, negotiation, conversion and closure.

- Develop long-term relationships with HNI clients and drive repeat investments and portfolio growth.

- Achieve and consistently exceed monthly/quarterly sales and revenue targets.

- Maintain strong product knowledge across Mutual Funds, asset classes and market trends.

- Work closely with internal teams to ensure a seamless client onboarding and investment experience.

What Were Looking For:

- 2 - 5 years of experience in Mutual Fund / Wealth Management / Investment Sales.

- Proven track record in HNI / affluent client sales.

- Strong experience in direct, consultative and high-ticket sales.

- Demonstrated ability to independently manage the complete sales lifecycle.

- Excellent relationship-building, communication, negotiation and closing skills.

- Strong target orientation with a proven ability to deliver against aggressive sales goals.

- NISM certification relevant to Mutual Fund sales will be preferred.