Senior Manager- Private Banking
Canara Robeco Mutual Fund
5 - 10 years
Mumbai
Posted: 10/12/2025
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Job Description
About the job
Designation - Senior Manager Private Banking
Experience - 5+ years
Location - Mumbai
Job Role
- Generate Sales through banking and private wealth channel
- Contact and follow up with new and prospective clients and set up new business opportunities
- Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs
- Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share
- Stay up to date on industry trends and identify new market opportunities
- Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products
- Ensure and adhere to compliance and regulatory guidelines for the region
Educational qualifications & Experience
- Graduation/Post-Graduation/AMFI certification
- 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
- NISM Certification
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