Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions

Viventaz; Bengaluru; On-site; INR 300,000 - 1,200,000; Full time

Job summary

Viventaz in Bengaluru seeks an experienced Mutual Fund Relationship Manager or Wealth Executive to transition into Fixed Income and Debt Capital Markets, focusing on NCDs and fixed income issuances for sHNIs and affluent retail clients.

You will pitch, onboard investors for primary fixed income opportunities, manage relationships end-to-end, and explain credit risk, coupon payouts, and security structures. The role offers uncapped incentives and fast-track career growth.

Qualifications

• 3 to 7 years as RM in Mutual Fund AMCs, Broking Houses, Wealth Desks, or IFA networks.
• Proven history of raising capital in ₹2 Lakhs – ₹10 Lakhs ticket range.
• Solid understanding of fixed income products, debt mutual funds, NCDs, and fixed deposit alternatives.

Responsibilities

• Pitch and onboard investors for fixed income instruments and primary NCD issuances.
• Manage relationships with warm networks, small-HNI circles, business owners, and affluent retail clients seeking yield options.
• Educate clients on credit risk, coupon payouts, security structures, and redemption terms using IMs and term sheets.
• Generate leads and close deals through CA networks, tax consultants, and financial planner cross-referrals.
• Coordinate with operations to complete investor KYC, subscription agreements, and escrow transfers.

Skills

Relationship management

Capital onboarding

Fixed income knowledge

Communication skills

Job description

Experience Level: 3–7 Years (BFSI, Wealth Management, Asset Management, or Mutual Fund Distribution)

Comp Package: Competitive Base Salary + High-Incentive Success Fee / Commission Structure

About the Role

Are you an experienced Mutual Fund Relationship Manager or Wealth Executive looking to transition into the high-yield **Fixed Income and Debt Capital Markets** space?

We are expanding our capital-raising network and looking for a dynamic, self-driven **Relationship Manager** to drive our **Non-Convertible Debenture (NCD) and Fixed Income issuances**. In this role, you will leverage your client management skills and financial acumen to onboard small High-Net-Worth Individuals (sHNIs), affluent retail investors, seeking attractive, asset-backed fixed yield returns.

If you know how to build trust, explain fixed-income structures, and close, this role offers uncapped earning potential!

Key Responsibilities

• **Drive Capital Onboarding:** Pitch and onboard investors for fixed income instruments, primary NCD issuances, and corporate debt opportunities.
• **Network & Relationship Management:** Tap into warm networks, small-HNI circles, business owners, and affluent retail clients looking for yield options higher than traditional fixed deposits.
• **End-to-End Client Servicing:** Educate clients on credit risk, coupon payouts, security structures, and redemption terms using institutional Information Memorandums (IMs) and term sheets.
• **Pipeline Generation:** Conduct 1-on-1 meetings, client briefings, and cross-referrals through local Chartered Accountants (CAs), tax consultants, and financial planner networks.
• **Compliance & Documentation:** Coordinate with our operations team to complete investor KYC, execution of subscription agreements, and bank escrow transfers smoothly.

What We Are Looking For

• **Experience:** 3 to 7 years as an RM in Mutual Fund AMCs, Broking Houses, Wealth Desks, or Independent Financial Advisor (IFA) networks.
• **Track Record:** Proven history of managing client portfolios and raising capital in the **₹2 Lakhs – ₹10 Lakhs ticket range**.
• **Product Knowledge:** Solid understanding of fixed income products, debt mutual funds, bond yields, NCDs, and fixed deposit alternatives.
• **Communication:** Exceptional verbal, interpersonal, and presentation skills to build trust with affluent individual investors.
• **Proactive Pitcher:** Highly self-motivated individual who can generate leads, handle client objections, and close deals independently.

Why Join Us?

• **Uncapped Incentive Plan:** Earn industry-leading success payouts (percentage-based commissions) on every ticket size closed, over and above your base salary.
• **High-Demand Product:** Fixed Income / NCDs offer predictable, secure yields that are currently in high demand among sHNI investors.
• **Leadership Support:** Direct access to founders and senior management to assist you on high-value closing calls.
• **Fast-Track Career Growth:** Opportunity to lead a dedicated private wealth/debt distribution team as the portfolio grows.