We’re Hiring | Mutual Fund Specialist – Leading Wealth Management Firm

Location: Mumbai

Work Mode: 5 Days WFO

Experience: 4–9 Years

Qualification: MBA / CA / CFA

Key Responsibilities

• Act as the Mutual Fund Specialist for RMs and clients, advising on fund selection, category/strategy views, and fund-house due diligence.

• Conduct client meetings, presentations, and portfolio reviews, providing relevant mutual fund recommendations.

• Identify clients suitable for AMC fund offerings and support structured upsell opportunities with RMs.

• Manage relationships with third-party AMC partners, including fund launches, incentive schemes, and service-related queries.

• Support the product team with market views, RM talking points, client webinars, and investment notes.





Ideal Candidate

• Experience in wealth management, private banking, MF distribution, distributor/AMC relationships, or mutual fund research.

• Robust experience in direct client presentations and engagement, beyond back-office or research-only roles.

• Experience with MF platform operations and/or AMC empanelment will be an added advantage.

Interested candidates can share their CV at:

#Hiring #Mutual Funds #Wealth Management #Private Banking #MFDistribution #Mutual Fund Specialist #Jobs InMumbai #Mumbai Jobs #Finance Jobs #Investment Management

📌 Mutual Fund Specialist (India)
🏢 The Premier Consultants ( Recruitment Company )
📍 India