Assistant Manager - Direct Investor Sales

<div><strong>Assistant Manager – Prime Team Department</strong><br><strong>Prime – Direct Investor Sales Experience</strong><br>4–6 years in BFSI (Mutual Funds preferred) </div><div><br></div><div><strong>Qualification</strong><br>Graduate degree; MBA / CFA / CFP preferred Certification<br>NISM Series V-A (Mandatory) Openings<br><br><strong>About the Role</strong><br>DSP Mutual Fund is looking for a sales enthusiast to manage a segment of High Net-Worth (HNI) investors.

You will be responsible for generating business in your assigned market through a curated client list and your own market intelligence.</div><div><br></div><div><strong>What You Will Do</strong><br>•Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share.<br>•Conduct regular client meetings; understand financial goals, risk appetite, and investment horizon to recommend suitable products from the DSP shelf.<br>•Conduct periodic portfolio reviews and rebalancing discussions, keeping clients engaged and invested.<br>•Track financial market developments and macro trends to provide timely, relevant advice and flag portfolio risks.<br>•Build strong referral networks through satisfied clients and strategic relationship-building within the assigned territory.<br>•Collaborate with internal product and research teams to stay current on fund performance and positioning.</div><div><br></div><div><strong>What We Are Looking For</strong><br>•4–6 years of experience in BFSI, with a strong preference for mutual fund distribution or wealth management.<br>•NISM Series V-A certification is mandatory before joining.<br>•Excellent communication and consultative selling skills, ability to simplify complex financial products for clients.<br>•Self-motivated, target-driven, and comfortable working independently as well as in a team.<br>•Strong command of MS Excel and PowerPoint for portfolio reporting and client presentations.<br>•Graduate degree required; MBA / CFA / CFP is an added advantage.</div>