Mutual Fund Distributor

Job Title: Experienced Mutual Fund Distributor/Partner

Location: Gurugram

About EazyHaina:

EazyHaina is a rapidly growing Wealthtech platform empowering individuals to achieve financial success. We specialize in offering mutual fund investments, health and life insurance, and other comprehensive financial services. By joining our platform, you’ll gain access to cutting-edge tools and resources to grow your business, earn attractive commissions, and help clients make informed financial decisions.

Job Description:

We are seeking experienced and dynamic Mutual Fund Distributors to join us as partners in our mission to make financial planning accessible and straightforward. This role is tailored for professionals who have hands-on experience in the mutual fund or financial services industry and are looking to scale their business with a reliable platform.

As an EazyHaina partner, you will leverage your expertise to guide clients, manage their financial portfolios, and build long-term relationships. This is an excellent opportunity for those with an existing client base or experience in the financial services industry to increase their earnings and grow professionally.

Responsibilities:
• Promote and sell mutual fund schemes to a well-targeted client base.
• Educate clients about mutual funds, financial markets, and investment strategies tailored to their needs.
• Onboard clients onto the EazyHaina platform and provide a seamless investment experience.
• Regularly provide market insights and updates to help clients make sound financial decisions.
• Build and nurture a strong network of clients, focusing on trust and long-term growth.
• Collaborate with the EazyHaina team to maximize the potential of marketing tools and resources.

Requirements:
• Minimum 1-2 years of experience in mutual funds, investment advisory, or financial services.
• Proven track record of managing clients and achieving sales targets.
• Strong understanding of mutual funds, financial markets, and investment strategies.
• Excellent communication, negotiation, and relationship-building skills.
• Self-driven, passionate, and goal-oriented.
• Certification in NISM Level 5 (Mutual Funds) or AMFI registration is mandatory.

Preferred Qualifications:
• Existing client base with a demonstrated history of client retention and satisfaction.
• Experience using financial technology platforms to onboard and manage clients.

Benefits:
• Attractive commission structure with no upper limit on earnings.
• Access to EazyHaina's partner community for financial tips, updates, and support.
• Free training and development programs to enhance your financial knowledge.
• Flexibility to work from anywhere, at your own pace.
• Opportunity to grow and build your own business in the financial sector.