Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions

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

Benefits offered by this job

Uncapped incentive plan

Fast-track career growth

Leadership access to founders

Job summary

Viventaz in Mumbai is seeking an experienced Mutual Fund Relationship Manager to transition into Fixed Income and Debt Capital Markets. You will drive onboarding for NCDs, educate clients on structures, and close deals with sHNI and affluent investors.

The role offers uncapped incentive plans and a fast-track career path, with leadership support from founders and senior management to assist on high-value closings.

Qualifications

• 3–7 years in RM roles within mutual funds, wealth desks, or IFA networks.
• Proven track record of raising capital in ₹2 Lakhs – ₹10 Lakhs ticket size.
• Strong knowledge of fixed income products, debt mutual funds, NCDs and fixed deposits alternatives.

Responsibilities

• Drive capital onboarding: pitch and onboard investors for fixed income instruments and primary NCD issuances.
• Network and relationship management: tap into warm networks, small-HNI circles, business owners, and affluent retail clients.
• End-to-end client servicing: educate clients on credit risk, coupon payouts, security structures, and redemption terms using IMs and term sheets.
• Pipeline generation: conduct 1-on-1 meetings, client briefings, and cross-referrals through local accountants and financial planners.
• Compliance and documentation: coordinate with operations to complete KYC, subscription agreements, and bank escrow transfers.

Skills

Relationship management

Client onboarding

Fixed income knowledge

NCDs

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.