Assistant Vice President/Senior Manager - Client Relationship - Mutual Fund

Opportunity:

This is regarding a job opportunity with a leading Wealth Management Company.

Designation: Assistant Vice President/Senior Manager - Client Relationship - Mutual Fund

Location: Mumbai

Experience: 4 - 10 years

Certification: NISM series V-A

Education: MBA/CA/CFA

Role & Responsibilities:

- Serve as the go-to specialist for Relationship Managers (RMs) and clients on mutual fund selection, category and strategy views, and fund-house due diligence.

- Participate in client and prospect meetings to present fund recommendations and category outlooks with credibility, tailoring discussions to each client's risk profile, objectives, and investment horizon.

- Translate AMC and internal research into clear, client-ready insights, comparisons, and actionable recommendations.

- Proactively identify and flag portfolio construction concerns - including over-diversification, style drift, fund manager changes, scheme closures, and mergers - to RMs and clients.

- Identify clients aligned with the AMC's fund offerings and drive structured, suitability-led upsell conversations in partnership with RMs.

- Position the AMC's funds objectively against competing offerings, leading with the house view while maintaining a strong focus on suitability and client interests.

- Collaborate with the product team to ensure fund collateral, product updates, and RM talking points remain accurate and current.

- Own day-to-day engagement with third-party AMC partners, covering RM interactions, fund launches, incentive structures, product updates, and servicing-related queries.

Tags: #MF #MutualFund #PortfolioConstruction #ClientRelationship #WealthManagement #AssetAllocation #PortfolioManagement