Assistant Manager - Direct Investor Sales

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

Job summary

DSP Investment Managers Pvt Ltd in Mumbai is seeking an Assistant Manager for the Prime Team Department. This role requires 4–6 years of experience in BFSI, preferably in mutual funds. Responsibilities include managing relationships with HNI clients, conducting client meetings, and providing expert financial advice. The ideal candidate should have strong communication skills and a graduate degree; an MBA or CFA is a plus. The position emphasizes generating business and deepening client engagement.

Qualifications

• 4–6 years of experience in BFSI, with a focus on mutual fund distribution or wealth management.
• NISM Series V-A certification is mandatory before joining.
• Ability to simplify complex financial products for clients.

Responsibilities

• Own end-to-end relationship management for direct HNI and UHNI clients.
• Conduct regular client meetings to understand financial goals and recommend products.
• Track financial market developments to provide timely advice.

Skills

Communication skills

Consultative selling skills

Self-motivated and target-driven

Education

Graduate degree

MBA / CFA / CFP preferred

Tools

MS Excel

PowerPoint

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.