Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions

Location:
Remote / India

Job Type
Freelancing Experience Level: 3+ Years (BFSI, Wealth Management, Asset Management, or Mutual Fund Distribution) Package: Retainer + Success Fee --
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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 agile, 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 --
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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 (India)
🏢 Viventaz
📍 India