Sales Executive

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 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.

Skills
CRM, Wealth Management

Experience
2-5 yrs

Work arrangement
No