Assistant Manager - Direct Investor Sales
MumbaiFull-time4–6 yrsPosted 1 week ago
Mid-level sales role at DSP Asset Managers in Mumbai. Needs 4–6 years and a CFA or MBA.
About the role
Assistant Manager - Direct Investor Sales at DSP Asset Managers. Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share.
What you'll do
- Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share
- Conduct periodic portfolio reviews and rebalancing discussions, keeping clients engaged and invested
- Track financial market developments and macro trends to provide timely, relevant advice and flag portfolio risks
- Build strong referral networks through satisfied clients and strategic relationship-building within the assigned territory
- Collaborate with internal product and research teams to stay current on fund performance and positioning
What you need
- Sales
- Mutual funds
- PowerPoint
- Communication
Good to have
- CFA
- Wealth management