Assistant Manager - Direct Investor Sales

DSP Asset Managers Pvt. Ltd.; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

DSP Asset Managers Pvt. Ltd. in Mumbai is seeking an Assistant Manager for the Prime Team Department. This role focuses on managing relationships with high-net-worth (HNI) clients, requiring 4-6 years of experience in the BFSI sector, preferably in mutual fund distribution. The ideal candidate will possess strong communication skills, relevant certifications (NISM Series V-A), and proficiency in MS Excel and PowerPoint. This position offers the opportunity to engage in strategic sales initiatives while servicing and growing client portfolios.

Qualifications

• 4-6 years of experience in BFSI, preferably in mutual funds or wealth management.
• NISM Series V-A certification is mandatory.
• Excellent communication and consultative selling skills.

Responsibilities

• Manage end-to-end relationships for direct HNI and UHNI clients.
• Conduct client meetings and recommend suitable investment products.
• Track financial market trends and provide timely advice.

Skills

Mutual fund sales

Communication skills

Client relationship management

Analytical skills

MS Excel

MS PowerPoint

Education

Graduate degree

MBA / CFA / CFP

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.