Job DescriptionWe're Hiring | Mutual Fund Specialist – Leading Wealth Management Firm
nLocation: Mumbai
nWork Mode: 5 Days WFO
nExperience: 4–9 Years
nQualification: MBA / CA / CFA
nKey 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.n
- Conduct client meetings, presentations, and portfolio reviews, providing relevant mutual fund recommendations.n
- Identify clients suitable for AMC fund offerings and support structured upsell opportunities with RMs.n
- Manage relationships with third-party AMC partners, including fund launches, incentive schemes, and service-related queries.n
- Support the product team with market views, RM talking points, client webinars,



and investment notes.n

nIdeal Candidate
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- Experience in wealth management, private banking, MF distribution, distributor/AMC relationships, or mutual fund research.n
- Robust experience in direct client presentations and engagement, beyond back-office or research-only roles.n
- Experience with MF platform operations and/or AMC empanelment will be an added advantage.n

nInterested candidates can share their CV at:
n#Hiring #MutualFunds #WealthManagement #PrivateBanking #MFDistribution #MutualFundSpecialist #JobsInMumbai #MumbaiJobs #FinanceJobs #InvestmentManagement

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