Senior Sales Manager - Mutual Funds

Aspire & Succeed HR; Pune District, Jaipur, Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Aspire & Succeed HR is seeking a Senior Manager Client Engagement Channel to lead relationships with HNIs, UHNIs, and family offices, representing AMC’s MF, PMS, and AIF offerings. You will drive client acquisition and deepen existing relationships to deliver superior service and sustainable growth.

The role requires strong product knowledge, a consultative approach, and adherence to regulatory guidelines, with a emphasis on cross-selling and portfolio advisory, while ensuring compliant

Qualifications

• Experience in managing HNI/UHNI clients preferred.
• Strong understanding of mutual funds, PMS, and AIF.
• Excellent communication and presentation skills.

Responsibilities

• Acquire and deepen relationships with HNIs/UHNIs and family offices across MF, PMS, AIF.
• Provide customized investment strategies and periodic portfolio reviews.
• Drive new client acquisition and growth through cross-selling and referrals.
• Ensure compliance with regulatory guidelines and maintain accurate records.

Skills

Relationship Management

Influencing & Interpersonal Skills

Mutual Fund Knowledge

Presentation & Communication Skills

Regulatory Compliance Awareness

Education

Post Graduate / MBA

Job description

Senior Manager Client Engagement Channel

Role Overview

The role is responsible for acquiring, managing, and deepening relationships with High Net worth Individuals (HNI), Ultra High Networth Individuals (UHNI), and Family Offices. The incumbent will represent AMCs product suite across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF), ensuring superior client experience, compliant operations, and sustainable business growth.

Key Responsibilities

Client Acquisition & Portfolio Advisory

• Engage with HNIs, UHNIs, and Family Offices to introduce the complete range of AMC investment solutions across MF, PMS, and AIF.
• Recommend customized investment strategies aligned to client objectives and risk profiles, and periodically review their portfolios to ensure suitability and performance optimization.
• Drive new client acquisition through targeted outreach and referrals from existing clients.

Relationship Management & Revenue Growth

• Build deep, trusted, long-term relationships to enhance client satisfaction and retention.
• Increase share of wallet by cross-selling and upselling relevant AMC products.
• Proactively identify new business opportunities by networking within client ecosystems and industry circles.

Client Engagement & Market Intelligence

• Maintain a high level of client servicing with timely responses, personalized engagement, and consistent delivery standards.
• Share market insights, trends, and relevant updates to help clients make informed investment decisions.
• Ensure exceptional client experience by demonstrating product expertise, responsiveness, and a consultative approach.

Compliance & Governance

• Adhere to all regulatory guidelines, internal policies, and compliance frameworks at all times.
• Maintain accurate documentation, records, and reporting in line with company processes.

Key Skills:

• Relationship Management
• Influencing & Interpersonal Skills
• Strong Product & Mutual Fund Knowledge
• Presentation & Communication Skills
• Result-oriented with strong compliance adherence

Education:

• Post Graduate / MBA

What Success Looks Like

• Consistent achievement of sales and revenue targets
• Strong and growing Retail/HNI client relationships
• High customer satisfaction and retention
• Effective cross-selling and portfolio advisory