Head – Third Party Products – Broking Numeric Talent Solutions

The Corporate Institute; Mumbai; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a Head – Third Party Products to lead mutual fund advisory, client engagement, and AUM growth. You will build and manage relationships with HNI, UHNI, retail, and corporate clients, driving client acquisition and retention while delivering expert investment guidance.

Responsibilities include researching funds, presenting portfolio strategies, and ensuring regulatory compliance.

Qualifications

• Strong knowledge of Mutual Funds and financial markets.
• Proven track record in growing Mutual Fund AUM.
• Excellent client relationship management and communication skills.

Responsibilities

• Drive MF advisory, client engagement, and AUM growth.
• Achieve annual AUM growth targets and business objectives.
• Provide personalized investment guidance based on client goals and risk profiles.
• Conduct Mutual Fund research, market analysis, and portfolio reviews.
• Monitor client portfolios and rebalance as needed to optimize performance.
• Identify cross-selling opportunities across investment products.

Skills

Mutual fund advisory

Relationship management

Client acquisition & retention

AUM growth strategy

Market research & portfolio analysis

Cross-functional collaboration

MS Excel proficiency

Tools

Investment/portfolio management tools

MS Excel

Job description

Role: Head – Third Party Products

Responsibilities

Driving Mutual Fund advisory, client engagement, investment research, and business development to enhance and retain MF AUM.

Job Description

• Build and manage relationships with HNI, UHNI, retail, and corporate clients by providing expert Mutual Fund advisory, driving client acquisition, retention, and AUM growth.
• Be accountable for achieving the annual AUM growth targets and other business objectives set by the management.
• Provide personalized investment advisory based on clients financial goals, risk profile, and market outlook.
• Conduct Mutual Fund research, market analysis, and portfolio reviews to recommend suitable investment strategies and asset allocation.
• Monitor client portfolios and recommend timely portfolio rebalancing to optimize investment performance.
• Identify cross-selling opportunities across investment products, including PMS, AIFs, Bonds, Fixed Income, and Insurance.
• Prepare investment proposals, portfolio review reports, and client presentations.
• Collaborate with Sales, Research, Operations, and Product teams to ensure superior client service and execution.
• Ensure compliance with SEBI, AMFI, and internal regulatory guidelines.
• Monitor business performance, client satisfaction, and achievement of AUM growth targets.

Professional Background

• 6-10 years of experience having strong knowledge of Mutual Funds, financial markets, and investment products.
• Proven track record of managing and growing Mutual Fund AUM.
• Excellent client relationship management and communication skills.
• Strong analytical and research capabilities.
• Ability to interpret market data and provide actionable investment recommendations.
• Business development mindset with strong commercial acumen.
• Proficiency in MS Excel and investment/portfolio management tools.

Location

Mumbai

Reporting to

CBO