21 Sep
|
Viventaz
|
Bengaluru
21 Sep
Viventaz
Bengaluru
Location: Mumbai / Bangalore
Job Type: Full time / Remote
Experience Level: 3–7 Years (BFSI, Wealth Management, Asset Management, or Mutual Fund Distribution)
Comp Package: Competitive Base Salary + High-Incentive Success Fee / Commission Structure
---
About the Role
Are you an experienced Mutual Fund Relationship Manager or Wealth Executive looking to transition into the high-yield Fixed Income and Debt Capital Markets space?
We are expanding our capital-raising network and looking for a dynamic, self-driven Relationship Manager to drive our Non-Convertible Debenture (NCD) and Fixed Income issuances. In this role, you will leverage your client management skills and financial acumen to onboard small High-Net-Worth Individuals (sHNIs), affluent retail investors, seeking attractive, asset-backed fixed yield returns.
If you know how to build trust, explain fixed-income structures, and close, this role offers uncapped earning potential
---
Key Responsibilities
* Drive Capital Onboarding: Pitch and onboard investors for fixed income instruments, primary NCD issuances,
and corporate debt opportunities.
* Network & Relationship Management: Tap into warm networks, small-HNI circles, business owners, and affluent retail clients looking for yield options higher than traditional fixed deposits.
* End-to-End Client Servicing: Educate clients on credit risk, coupon payouts, security structures, and redemption terms using institutional Information Memorandums (IMs) and term sheets.
* Pipeline Generation: Conduct 1-on-1 meetings, client briefings, and cross-referrals through local Chartered Accountants (CAs), tax consultants, and financial planner networks.
* Compliance & Documentation: Coordinate with our operations team to complete investor KYC, execution of subscription agreements, and bank escrow transfers smoothly.
---
What We Are Looking For
* Experience: 3 to 7 years as an RM in Mutual Fund AMCs, Broking Houses, Wealth Desks, or Independent Financial Advisor (IFA) n
📌 Relationship Manager – Mutual Fund, Fixed Income (Bengaluru)
🏢 Viventaz
📍 Bengaluru