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Territory Manager – MFD Segment (Remote)

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Relationship Building
  • Communication

Roles & Responsibilities

  • Minimum 2 years of experience as a Mutual Fund Distributor (MFD)
  • Valid ARN Number
  • Active NISM Series V-A Certification (or willing to obtain it immediately)
  • Strong understanding of Mutual Funds, SIPs, AUM growth, and financial planning

Requirements:

  • Acquire and onboard new Mutual Fund investors through field networking and referrals
  • Conduct financial planning discussions around SIPs and goal-based investing
  • Build and manage your own investor portfolio while driving consistent AUM growth
  • Ensure complete KYC, compliance, and investor servicing

Job description

Territory Manager – MFD Segment (Remote)

📍 Hiring Across:
Uttar Pradesh & Uttarakhand: Meerut, Muzaffarnagar, Saharanpur, Dehradun, Aligarh and nearby regions.

Andhra Pradesh & Telangana: Hyderabad, Secunderabad, Warangal, Nizamabad and nearby regions.

Work Mode: Remote + Field Travel within Assigned Territory

Employment Type: Full-Time

About Fydaa

Fydaa, a unit of Multistrato Capital Advisors Pvt. Ltd., is a SEBI-Registered Investment Advisory firm and ARN Registered Mutual Fund Distributor focused on making quality financial planning accessible across India's emerging markets.

As we continue expanding our footprint, we're looking for experienced Mutual Fund Distributors (MFDs) who are passionate about helping investors build wealth while growing their own business.

What You'll Be Doing

  • Acquire and onboard new Mutual Fund investors through field networking, referrals, and local community engagement.

  • Conduct financial planning discussions around SIPs, goal-based investing, tax planning, and wealth creation.

  • Build and manage your own investor portfolio while driving consistent AUM growth.

  • Identify HNI clients and connect them with our premium wealth management platform (Savestment).

  • Organize investor awareness programs and participate in local financial education initiatives.

  • Ensure complete KYC, compliance, and investor servicing.

  • Achieve monthly and quarterly AUM acquisition targets.

Who We're Looking For

We're looking for professionals who already have experience in Mutual Fund Distribution and enjoy building long-term client relationships.

Mandatory Requirements

  • Minimum 2 years of experience as a Mutual Fund Distributor (MFD).

  • Valid ARN Number.

  • Active NISM Series V-A Certification (or willing to obtain it immediately).

  • Existing investor/client base with relationship-building experience.

  • Comfortable travelling within your assigned territory.

  • Strong understanding of Mutual Funds, SIPs, AUM growth, and financial planning.

Preferred Experience

  • Experience using platforms like MFCentral, MFU, BSE StAR, NJ Wealth, or similar.

  • Banking, Financial Advisory, or Insurance background.

  • Experience conducting investor awareness programs or financial education sessions.

  • Comfortable using WhatsApp and digital tools for client engagement.

  • Strong local market network in the hiring region.

Why Join Fydaa?

  • Competitive Fixed Salary + Attractive AUM-linked Incentives.

  • Opportunity to grow your own investor book.

  • Additional earning opportunities through HNI referrals to Savestment.

  • Backed by a SEBI-Registered Investment Advisory platform.

  • Strong operational, compliance, and technology support.

  • Opportunity to build a long-term career in Wealth Management.

Preferred Candidate Background

  • Mutual Fund Distributor (MFD)

  • Independent Financial Advisor (IFA)

  • Wealth Advisor

  • Financial Planner

  • Investment Advisor

  • Relationship Manager – Wealth

  • Mutual Fund Sales

  • Wealth Management

  • Banking Wealth Sales

📍 Hiring Locations

Uttar Pradesh & Uttarakhand

  • Meerut

  • Muzaffarnagar

  • Saharanpur

  • Aligarh

  • Dehradun

  • Nearby locations

Telangana

  • Hyderabad

  • Secunderabad

  • Warangal

  • Nizamabad

  • Nearby locations

Only candidates with relevant Mutual Fund Distribution experience and ARN/NISM credentials (or willingness to obtain certification immediately) will be considered.

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