Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions

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

Job summary

Viventaz in Pune seeks an experienced Mutual Fund Relationship Manager or Wealth Executive to drive our NCD and fixed income issuances. You will onboard small HNIs and affluent retail clients, focusing on achieving high-yield fixed income outcomes.

Expect uncapped incentives with strong support from founders and senior management to close deals and expand the debt capital markets network.

Qualifications

• 3 to 7 years as an RM in Mutual Fund AMCs, Broking Houses, Wealth Desks, or IFA networks.
• Proven history of managing client portfolios and raising capital in the ₹2 Lakhs – ₹10 Lakhs ticket range.
• Solid understanding of fixed income products, debt mutual funds, bond yields, NCDs, and fixed deposit alternatives.
• Exceptional verbal, interpersonal, and presentation skills to build trust with affluent investors.

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.
• 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 and client briefings to generate leads and referrals.
• Compliance & Documentation: Coordinate with operations to complete KYC, subscriptions, and escrow transfers.

Skills

Relationship management

Communication

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.