Corporate Sales ( Mutual Fund)_Rz

Position: Corporate Sales Manager – Mutual Fund

Role Overview

• The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide
• customized investment advisory solutions, manage key relationships, and drive business growth.
• Depending on experience, the incumbent will be responsible for one or more activities related to
• client acquisition, surplus management, financial advisory, relationship development, and
• marketing of investment products.
• This position requires strong client-facing abilities, strong understanding of financial products,
• and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

• Understand client requirements and recommend investment products aligned with

financial objectives and risk profile.

• Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio

suitability.

• Stay updated on financial markets, economic conditions, and investment product

offerings.

• Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail

prospects to introduce SPAs wealth and advisory services.

• Generate business leads, evaluate enquiries, and propose effective investment

solutions.

• Identify and develop relationships with strategic partners to expand outreach and

opportunities.

• Manage client relationships end-to-end, ensuring proactive engagement and personalized

service.

• Retain and expand the existing client base through structured follow-ups and consistent

value delivery.

• Ensure timely resolution of post-sales service issues and continuously explore cross-

sell/up-sell opportunities.

• Work closely with internal research, product, and marketing teams to develop relevant

investment ideas and marketing collateral.

• Enhance SPAs visibility and recall as a preferred wealth advisor among Asset

Management Companies and Clients.

• Maintain professional conduct and ensure high service quality to meet and exceed client

expectations.

Skills & Experience

• Minimum 8 years of experience in sourcing and managing HNI clients in wealth

management or related financial services.

• Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance,

and structured investment solutions.

• Familiarity with global markets and international investment products will be an

added advantage.

• High level of comfort with technology platforms, digital tools, CRM systems, and AI-

assisted advisory workflows.

• Excellent communication, presentation, negotiation, and relationship management skills

with strong proficiency in English.

Qualifications & Certifications

• Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong

academic background.

• Mandatory NISM / AMFI certifications.
• Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth

Management will be considered a strong bonus.

• Existing strong client relationships will be given due weight.

  Remuneration

• Compensation will be as par with the best in the industry, with an attractive performance-
• linked variable structure.
• Location: Janakpuri, New Delhi
• Skills: hni,mutual funds,nism,amfi,wealth,business development,capital markets,finance,sales