Mutual Fund Relationship Manager
2 weeks ago
Job Description Role Overview 892 - Position: Specialist Affluent Client Segment - Location: Bangalore (Museum Road) - Domain: Banking / Financial Services / Insurance - Experience: 210 years - Salary: 9,00,000 20,00,000 per annum - Notice Period: Immediate 80 days - Work Mode: IC role, Alternate Saturdays (like banks) - Professionals from Asset Management Companies (AMCs) or wealth management backgrounds. Key Responsibilities - Client Acquisition & Relationship Management - Identify and acquire new HNIs/UHNIs. - Build long-term relationships and understand financial goals & risk appetite. - Provide tailored financial planning solutions. - Product Knowledge & Sales - Expertise in mutual funds, PMS, AIF, SIF. - Explain product features, benefits, and risks effectively. - Cross-sell and upsell to achieve regional sales targets. - Market Intelligence & Competitive Analysis - Monitor industry trends and competitor strategies. - Develop innovative sales approaches to increase market presence. - Compliance & Risk Management - Follow regulatory and internal compliance guidelines. - Manage risk to protect clients and company interests. - Maintain accurate records of client interactions. Must-Haves - Asset management background. - Experience handling Mutual Fund portfolios. - Knowledge of investment products: Mutual Funds, PMS, AIF, SIF. - Exceptional communication skills. - Experience dealing with HNI/UHNI clients. - NISM 5A certification (preferred). - Bangalore-based candidates only. Nice-to-Haves - NISM 21A certification. Interview Process - 23 technical rounds - 1 HR round Skills: management,risk,sales,aif,asset management,mutual funds,sif,compliance,amcs,affluent
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Institutional Sales Manager – Mutual Funds
4 weeks ago
Bengaluru, India Capitalmind Mutual Fund Full timeJob Title : Institutional Sales Manager – Mutual FundsCompany : Capitalmind Asset Management Private LimitedLocation : Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...
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Institutional Sales Manager – Mutual Funds
2 weeks ago
Bengaluru, Karnataka, India Capitalmind Mutual Fund Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Institutional Sales Manager – Mutual FundsCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...
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Mutual Fund Specialist
4 weeks ago
India, Jabalpur LIC Mutual Fund Full timeJob Description About the company LIC Mutual Fund is one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity. LIC Mutual Fund endeavors to create value for...
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Mumbai, India LIC Mutual Fund Full timeJob Description Position- Manager / Deputy Manager AMC background preferred Function- Brokerage - Corporate Marketing About LIC Mutual Fund LIC Mutual Fund is among India's well-established players in the asset management industry. Guided by the principles of disciplined investing, strong financial ethics, and robust corporate governance, LIC MF continues to...
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Mutual Fund Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Umanist NA Full time ₹ 60,00,000 - ₹ 1,20,00,000 per yearRole Overview 892Position: Specialist – Affluent Client SegmentLocation: Bangalore (Museum Road)Domain: Banking / Financial Services / InsuranceExperience: 2–10 yearsSalary: ₹9,00,000 – ₹20,00,000 per annumNotice Period: Immediate – 80 daysWork Mode: IC role, Alternate Saturdays (like banks)Professionals from Asset Management Companies (AMCs) or...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Mirae Asset Mutual Fund Full timeJOB ROLE: • The primary responsibility is to manage institutional sales for Mirae Asset in the assigned territory. JOB RESPONSIBILITIES: • To service the existing Clients & acquire and handle new corporates / institutions • Develop and maintain relationship with all clients and channel partners • Increasing the market share & brand recall of Mirae...
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Relationship Manager
1 week ago
Noida, India Wealth Redefine Full timeJob Description The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients....
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Mutual Fund Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Umanist Staffing Full time ₹ 90,00,000 - ₹ 2,00,00,000 per yearRole Overview 892Position: Specialist – Affluent Client SegmentLocation: Bangalore (Museum Road)Domain: Banking / Financial Services / InsuranceExperience: 2–10 yearsSalary: ₹9,00,000 – ₹20,00,000 per annumNotice Period: Immediate – 80 daysWork Mode: IC role, Alternate Saturdays (like banks)Professionals from Asset Management Companies (AMCs) or...
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Relationship Manager
6 days ago
Jalgaon, India IAssess Consultants LLP Full timeJob Description Work Schedule - Working Days: 6 days a week - 1st, 3rd, 5th Saturdays: Off - 2nd & 4th Saturdays: Working - Working Hours: 9:30 AM to 6:30 PM Key Responsibilities - Develop a strong network and maintain high-quality exposure within the local market. - Acquire new financial advisors/distributors and manage relationships with existing ones. -...
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Head of Sales
4 weeks ago
Bengaluru, India Capitalmind Mutual Fund Full timeJob Description Job Title: Head of Sales Company: Capitalmind Asset Management Private Limited WorkLocation: Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer...
