We’re Hiring | Mutual Fund Specialist – Leading Wealth Management Firm Location: Mumbai Work Mode: 5 Days WFO Experience: 4–9 Years Qualification: MBA / CA / CFAKey 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@#Hiring #Mutual Funds #Wealth Management #Private Banking #MFDistribution #Mutual Fund Specialist #Jobs In Mumbai #Mumbai Jobs #Finance Jobs #Investment Management

📌 Mutual Fund Specialist (Maharashtra)
🏢 The Premier Consultants
📍 Maharashtra