IAssess Consultants LLP
Website:
iassess.in
Job details:
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 SPA’s 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 SPA’s 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
Click on Apply to know more.
