Lead - Third Party Products (Mutual Funds)
Sketchhr Manpower And Hr Consultancy Services
New Delhi, Delhi, India · Full Time
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- Experience
- 8+ yrs
- Salary
- INR 3,500,000 – INR 4,000,000 / year
- Openings
- 1
- Posted
- 1 ঘন্টা আগে
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Applicants should hold at least a graduate degree to be eligible.
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
We are seeking an experienced professional to lead the Third Party Products business focusing on Mutual Funds at a reputed investment firm based in Mumbai. The role demands driving advisory services, client acquisition, portfolio oversight, research, and strategic business development with the goal of growing Assets Under Management (AUM) sustainably while ensuring exceptional client experiences.
Key Responsibilities
- Cultivate and maintain relationships with HNI, UHNI, retail, and corporate clients, delivering tailored Mutual Fund investment advice.
- Lead initiatives for acquiring and retaining clients, aiming to expand Mutual Fund AUM.
- Achieve assigned targets such as annual AUM growth and other business objectives set by senior management.
- Offer personalized investment advice aligned with clients’ financial objectives, risk tolerance, and market conditions.
- Conduct comprehensive Mutual Fund research, perform market analysis, and review portfolios to suggest optimal investment strategies and asset allocations.
- Regularly monitor client portfolios, recommending timely adjustments to enhance returns.
- Identify and leverage cross-selling opportunities across a range of investment products including PMS, AIFs, bonds, fixed income, structured products, and insurance.
- Develop investment proposals, portfolio reviews, and prepare professional client presentations.
- Collaborate closely with sales, research, operations, and product teams to ensure smooth client service delivery and execution.
- Comply fully with all regulatory requirements from SEBI, AMFI, and internal policies.
- Regularly track performance metrics such as business outcomes, client satisfaction, and portfolio growth through management information system (MIS) reports and reviews.
Candidate Profile
- Minimum 8 years’ experience in Mutual Fund advisory, wealth management, private banking, or investment advisory roles.
- Deep knowledge of Mutual Funds, financial markets, and a variety of investment products.
- Proven record of successfully managing and increasing Mutual Fund AUM.
- Exceptional skills in client relationship management, presentations, and communication.
- Strong analytical abilities, research expertise, and portfolio management skills.
- Competent in interpreting market trends to deliver actionable investment guidance.
- Business-oriented with a focus on growth and revenue generation.
- Proficiency in Microsoft Excel and portfolio/investment management software platforms.
- AMFI certification is preferred but not mandatory.
Eligibility
Applications are open to candidates holding any graduate degree.
Level
Lead