28 Sep
|
Viventaz
|
Amravati
Job Type: Full-time
Location: PuneJob Type: Full time / RemoteExperience 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 RoleAre 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) networks.- Track Record: Proven history of managing client portfolios and raising capital in the ₹2 Lakhs – ₹10 Lakhs ticket range.- Product Knowledge: Solid understanding of fixed income products, debt mutual funds, bond yields, NCDs, and fixed deposit alternatives.- Communication: Exceptional verbal, interpersonal, and presentation skills to build trust with affluent individual investors.- Proactive Pitcher: Highly self-motivated individual who can generate leads, handle client objections, and close deals independently.---Why Join Us?- Uncapped Incentive Plan: Earn industry-leading success payouts (percentage-based commissions) on every ticket size closed, over and above your base salary.- High-Demand Product: Fixed Income / NCDs offer predictable, secure yields that are currently in high demand among sHNI investors.- Leadership Support: Direct access to founders and senior management to assist you on high-value closing calls.- Fast-Track Career Growth: Opportunity to lead a dedicated private wealth/debt distribution team as the portfolio grows.
📌 Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions (Amravati)
🏢 Viventaz
📍 Amravati