Sales Manager - Mutual Funds
HR LOBBY•Gurgaon/Gurugram
Full-time1-3
₹15L - ₹20L
per year
👁️ 0 views•📝 0 applications•Posted 9/3/2026•Expires 10/5/2026
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Job Description
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.
Required Skills
Mutual FundWealth ManagementInvestment SalesSales Lifecycle ManagementRelationship ManagementConsultative SalesNegotiationClosingTarget OrientationNISM Certification
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