Job Description

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

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Location: Mumbai

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Work Mode: 5 Days WFO

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Experience: 4–9 Years

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Qualification: MBA / CA / CFA

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Key Responsibilities

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- Act as the Mutual Fund Specialist for RMs and clients, advising on fund selection, category/strategy views, and fund-house due diligence.
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- Conduct client meetings, presentations, and portfolio reviews, providing relevant mutual fund recommendations.
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- Identify clients suitable for AMC fund offerings and support structured upsell opportunities with RMs.
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- Manage relationships with third-party AMC partners, including fund launches, incentive schemes, and service-related queries.
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- Support the product team with market views, RM talking points, client webinars, and investment notes.
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Ideal Candidate

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- Experience in wealth management, private banking, MF distribution, distributor/AMC relationships, or mutual fund research.
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- Solid experience in direct client presentations and engagement, beyond back-office or research-only roles.
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- Experience with MF platform operations and/or AMC empanelment will be an added advantage.
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Interested candidates can share their CV at: [email protected]

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#Hiring #MutualFunds #WealthManagement #PrivateBanking #MFDistribution #MutualFundSpecialist #JobsInMumbai #MumbaiJobs #FinanceJobs #InvestmentManagement

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