Job Overview
We are looking for an experienced Investment Coach with strong, well-rounded mutual fund
and portfolio advisory knowledge to manage high-value client relationships, conduct in-depth
portfolio reviews, and drive significant investment growth. This role requires the ability to
profile clients accurately, analyze portfolios and fund factsheets, and advise confidently
across fund categories.
Key Responsibilities
Sales & Business Development
Make 250+ dialed calls per day to potential and existing clients, with a focus on
high-value conversations and conversions.
Achieve approximately 3 hours of talk time daily.

Drive monthly and quarterly business targets through proactive outreach and
high-quality advisory conversations.
Identify and drive additional investment opportunities from existing clients through
deep portfolio understanding.
Client Engagement & Relationship Management
Build and maintain strong, long-term relationships with clients, including
high-net-worth and complex-portfolio clients.
Conduct thorough client profiling , including risk profiling questions to assess risk
appetite, investment horizon, liquidity needs, and financial goals.
Provide sophisticated, personalized guidance to help clients make informed
investment decisions.
Lead regular, in-depth portfolio discussions and reviews.
Investment Analysis & Portfolio Advisory
Demonstrate solid command of mutual fund categories (Equity, Debt, Hybrid,
Solution-Oriented, Other schemes) and their sub-categories as per SEBI
classification.
Clearly explain the difference between arbitrage funds and hedge funds/strategies,
and when each is suitable for a client.
Analyze client portfolios holistically , assessing asset allocation, diversification,
overlap, risk concentration, and alignment with goals.
Read and interpret a fund factsheet in detail , including expense ratio, AUM,
portfolio holdings, sector allocation, benchmark comparison, risk ratios (standard
deviation, Sharpe ratio, beta),



and fund manager commentary.
Recommend suitable mutual fund investment opportunities and portfolio rebalancing
strategies aligned with client goals and risk profiles.
Mentor junior Tele RMs on investment concepts and client advisory skills where
required.
Requirements
Education
Bachelor's degree in Finance, Commerce, or a relevant discipline; a postgraduate
qualification in Finance is an added advantage.
Experience
Minimum 3+ years of experience in sales and advisory roles within financial services,
mutual funds, wealth management, or banking.
Demonstrated experience in portfolio discussions, client profiling, and target-driven
advisory sales.
Mandatory Certification

NISM Series V-A: Mutual Fund Distributors Certification is mandatory (certified
candidates strongly preferred).
Additional certifications (e.g., NISM Series X-A/X-B for Investment Advisers, CFP)
are a plus.
Skills
Excellent communication and consultative selling skills in English and Hindi.
Advanced mutual fund and market knowledge, including:
Categories and sub-categories of mutual funds as per regulatory
classification.
Client risk-profiling questions and frameworks.
Difference between arbitrage funds and hedge funds.
Portfolio analysis techniques (asset allocation, diversification, overlap
analysis).
Reading and interpreting mutual fund factsheets.
Strong presentation, negotiation, and objection-handling skills for high-value
conversations.
Proficiency in Microsoft Office tools and CRM systems.
Personal Attributes
Highly goal-oriented with a track record of exceeding business targets.
Strong ownership, accountability, and ability to work independently.
Trusted advisor mindset , able to build credibility with sophisticated clients.
Ability to mentor and guide junior team members.
Comfortable working in a high-volume, target-driven calling environment.
Working Conditions
Working Hours: 9:30 AM to 5:30 PM
Working Days: Monday to Friday
Saturday: Alternate Saturdays working
Weekly Off: Sunday fixed off

📌 Client Success Executive (Bengaluru)
🏢 Talent Vision Services
📍 Bengaluru