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: esha@
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📌 Mutual fund specialist (Maharashtra)
🏢 The Premier Consultants
📍 Maharashtra