TA Operations – NFO, MIS, Audits, AIF and ETF Operations
DSP Asset Managers Pvt. Ltd.
Assistant Manager - Direct Investor Sales
DSP Asset Managers Pvt. Ltd.· Institutional Sales
About this role
Assistant Manager – Prime Team Department
Prime – Direct Investor Sales Experience
4–6 years in BFSI (Mutual Funds preferred)
Prime – Direct Investor Sales Experience
4–6 years in BFSI (Mutual Funds preferred)
Qualification
Graduate degree; MBA / CFA / CFP preferred Certification
NISM Series V-A (Mandatory) Openings
About the Role
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.
Graduate degree; MBA / CFA / CFP preferred Certification
NISM Series V-A (Mandatory) Openings
About the Role
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.
What You Will Do
•Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share.
•Conduct regular client meetings; understand financial goals, risk appetite, and investment horizon to recommend suitable products from the DSP shelf.
•Conduct periodic portfolio reviews and rebalancing discussions, keeping clients engaged and invested.
•Track financial market developments and macro trends to provide timely, relevant advice and flag portfolio risks.
•Build strong referral networks through satisfied clients and strategic relationship-building within the assigned territory.
•Collaborate with internal product and research teams to stay current on fund performance and positioning.
•Own end-to-end relationship management for direct HNI and UHNI clients, driving mutual fund sales and deepening wallet share.
•Conduct regular client meetings; understand financial goals, risk appetite, and investment horizon to recommend suitable products from the DSP shelf.
•Conduct periodic portfolio reviews and rebalancing discussions, keeping clients engaged and invested.
•Track financial market developments and macro trends to provide timely, relevant advice and flag portfolio risks.
•Build strong referral networks through satisfied clients and strategic relationship-building within the assigned territory.
•Collaborate with internal product and research teams to stay current on fund performance and positioning.
What We Are Looking For
•4–6 years of experience in BFSI, with a strong preference for mutual fund distribution or wealth management.
•NISM Series V-A certification is mandatory before joining.
•Excellent communication and consultative selling skills, ability to simplify complex financial products for clients.
•Self-motivated, target-driven, and comfortable working independently as well as in a team.
•Strong command of MS Excel and PowerPoint for portfolio reporting and client presentations.
•Graduate degree required; MBA / CFA / CFP is an added advantage.
•4–6 years of experience in BFSI, with a strong preference for mutual fund distribution or wealth management.
•NISM Series V-A certification is mandatory before joining.
•Excellent communication and consultative selling skills, ability to simplify complex financial products for clients.
•Self-motivated, target-driven, and comfortable working independently as well as in a team.
•Strong command of MS Excel and PowerPoint for portfolio reporting and client presentations.
•Graduate degree required; MBA / CFA / CFP is an added advantage.
Frequently Asked Questions
Is the salary disclosed for the Assistant Manager - Direct Investor Sales position at DSP Asset Managers Pvt. Ltd.?
The salary for this Assistant Manager - Direct Investor Sales role at DSP Asset Managers Pvt. Ltd. is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Assistant Manager - Direct Investor Sales position at DSP Asset Managers Pvt. Ltd. located?
This Assistant Manager - Direct Investor Sales role at DSP Asset Managers Pvt. Ltd. is based in Mumbai, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Assistant Manager - Direct Investor Sales role at DSP Asset Managers Pvt. Ltd. full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Assistant Manager - Direct Investor Sales role in the Institutional Sales department at DSP Asset Managers Pvt. Ltd..
Which team or department does the Assistant Manager - Direct Investor Sales at DSP Asset Managers Pvt. Ltd. belong to?
This Assistant Manager - Direct Investor Sales position is part of the Institutional Sales department at DSP Asset Managers Pvt. Ltd.. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Assistant Manager - Direct Investor Sales position at DSP Asset Managers Pvt. Ltd.?
Click the "Apply Now" button on this page. You will be redirected to DSP Asset Managers Pvt. Ltd.'s official application portal hosted on freshteam where you can submit your application directly.
When was the Assistant Manager - Direct Investor Sales job at DSP Asset Managers Pvt. Ltd. posted?
This Assistant Manager - Direct Investor Sales position at DSP Asset Managers Pvt. Ltd. was posted on Jun 1, 2026. Apply as soon as possible — early applications are often reviewed first.
Assistant Manager - Direct Investor Sales
DSP Asset Managers Pvt. Ltd.
You'll be redirected to DSP Asset Managers Pvt. Ltd.'s official application page on freshteam.