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Assistant Manager - Direct Investor Sales

DSP Asset Managers·Mumbai

Pay not stated4–6 yrsFull-time
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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

  • 4–6 yrs of experience
  • Sales
  • Mutual funds
  • PowerPoint
  • Communication
  • CFA or MBA

Good to have

  • CFA
  • Wealth management

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