Job Description
Assistant Manager – Prime Team Department
Prime – Direct Investor Sales Experience
4–6 years in BFSI (Mutual Funds preferred)
Qualification
Graduate degree; MBA / CFA / CFP preferred Certification
NISM Series V-A (Mandatory) Openings
About the Role
DSP Mutual Fund is looking for a sales enthusiast to manage a segment of High Net-Worth (HNI) investors. You will be responsible for generating business in your assigned market through a curated client list and your own market intelligence.
What You Will Do
- Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share.
- Conduct regular client meetings; understand financial goals, risk appetite, and investment horizon to recommend suitable products from the DSP shelf.
- 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 We Are Looking For
- 4–6 years of experience in BFSI, with a strong preference for mutual fund distribution or wealth management.
- NISM Series V-A certification is mandatory before joining.
- Excellent communication and consultative selling skills, ability to simplify complex financial products for clients.
- Self-motivated, target-driven, and comfortable working independently as well as in a team.
- Strong command of MS Excel and PowerPoint for portfolio reporting and client presentations.
- Graduate degree required; MBA / CFA / CFP is an added advantage.
