Relationship Manager - Mutual Fund, Fixed Income & Wealth Solutions

Viventaz · India

Location: Mumbai / Bangalore

Job Type: Full-Time / Remote

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

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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!

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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.

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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.

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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.