Associate – Mutual Fund Distribution (Part-time)

Lumen Folio is an AMFI-registered Mutual Fund Distributor (ARN-352543) helping families in Kerala and the Gulf plan their investments around real goals: retirement, children's education and a home. We are building a small team of part-time associates in Palakkad.
What you will do
- Meet families in your community and understand their financial goals
- Help them get started with mutual fund investments through our digital platform
- Stay in touch with your clients and support their regular reviews
What you get
- Training in mutual funds and goal-based financial planning
- Support to clear the NISM Series V-A certification
- Ready-made planning reports and content in English and Malayalam
- Joint meetings with our senior team for your first clients
- Commission-based income that grows with the families you serve
Who we are looking for
- Working professionals, homemakers, retired bank or insurance staff, or commerce and finance graduates
- People who are trusted in their community and value honesty
- 5–8 hours a week; flexible timing
- Comfortable in Malayalam and English
NISM Series V-A certification is required before you can work with clients. If you don't have it yet, we will help you prepare.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Work arrangement
Yes