Univest - Manager - Sales - Mutual Funds

About the Role:

Univest is looking for a Sales Manager - Mutual Funds to drive revenue through the acquisition and management of HNI/UHNI clients. The role requires strong relationship-building and consultative selling skills, with the ability to understand client investment needs and recommend suitable Mutual Fund products.

This is a pure IC sales role with a strong focus on HNI client acquisition, relationship management and MF sales.

Key Responsibilities:

• Acquire and onboard HNI/UHNI clients through direct sourcing, references, networking and existing relationships.
• Drive Mutual Fund sales across relevant categories based on client requirements, risk profile and investment objectives.
• Build and manage long-term relationships with HNI clients and become their trusted investment point of contact.
• Generate revenue through AUM growth, SIPs, lump-sum investments and portfolio expansion.
• Understand clients' financial goals and provide suitable Mutual Fund investment solutions.
• Maintain regular engagement with clients and identify opportunities for cross-sell and upsell.
• Build a strong personal network and continuously develop the HNI client base.
• Track sales pipeline, conversions, AUM and revenue against defined targets.
• Work closely with internal teams to ensure smooth onboarding, transaction execution and client servicing.
• Stay updated on Mutual Fund products, market trends and investment opportunities to have meaningful conversations with clients.

What Were Looking For:

• 3-5 years of experience in Mutual Fund, Wealth Management, Private Banking, Broking or Investment Sales.
• Proven ability to acquire and sell to HNI clients.
• Strong existing HNI/UHNI client network will be an advantage.
• Demonstrated track record of achieving sales/AUM targets.
• Strong understanding of Mutual Fund products and investment solutions.
• Excellent relationship management, communication and negotiation skills.
• High ownership and ability to independently manage the complete sales cycle.
• Strong commercial mindset with a hunter + relationship manager approach.
• Comfortable working as an Individual Contributor, with direct responsibility for business generation.