Relationship Manager – Mutual Fund, Fixed Income & Wealth Solutions

QuintEdge; Pune District; Remote; INR 500,000 - 1,500,000; Full time

Benefits offered by this job

Uncapped incentives

Leadership access

Fast-track career growth

Job summary

QuintEdge Pune seeks an experienced Relationship Manager for Mutual Funds, Fixed Income and Wealth Solutions. You will onboard sHNI and affluent clients for fixed income instruments, manage relationships and educate on credit risk and yields, aiming for strong, recurring commissions.

Ideal candidates have 3–7 years in ENwealth/AMCs, with a proven track record of raising capital in ₹2 Lakh–₹10 Lakh tickets. The role offers an uncapped incentive plan and growth within a fast-growing network.

Qualifications

• 3 to 7 years as a RM in Mutual Fund AMCs, broking houses, wealth desks or IFA networks.
• Proven track record of raising capital in the ₹2 Lakhs–₹10 Lakhs ticket range.
• Solid understanding of fixed income products, NCDs and fixed deposits alternatives.
• Exceptional verbal, interpersonal and presentation skills to engage affluent investors.
• Self-motivated with ability to generate leads, handle objections, and close deals.

Responsibilities

• Drive capital onboarding for fixed income instruments and primary NCD issuances.
• Network and manage relationships with warm networks, small-HNI circles, business owners and affluent clients.
• Educate clients on credit risk, coupons, security structures and redemption terms using IMs and term sheets.
• Generate pipeline via meetings, briefings and cross-referrals with CAs, tax consultants, and financial planners.
• Coordinate with operations to complete KYC, subscription agreements and escrow transfers.

Skills

Client management

Relationship management

Financial acumen

Communication skills

Job description

# Relationship Manager – Mutual Fund, Fixed Income & Wealth SolutionsViventazPune, Maharashtra, IndiaFull Time3-7 yearsPortfolio ManagementApply nowRecently posted## Job descriptionLocation: PuneJob Type: Full-Time / RemoteExperience 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 RoleAre 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.