Job Description

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: [email protected] #Hiring #MutualFunds #WealthManagement #PrivateBanking #MFDistribution #MutualFundSpecialist #JobsInMumbai #MumbaiJobs #FinanceJobs #InvestmentManagement

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