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Job Title:

Senior Manager- Private Banking

Company: Canara Robeco Mutual Fund

Location: Mumbai, Maharashtra

Created: 2025-11-19

Job Type: Full Time

Job Description:

About the jobDesignation - Senior Manager Private BankingExperience - 5+ yearsLocation - MumbaiJob Role Generate Sales through banking and private wealth channelContact and follow up with new and prospective clients and set up new business opportunitiesConvert prospects into customers by show-casing appropriate products to the prospects matching their investment needsResponsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market shareStay up to date on industry trends and identify new market opportunitiesBuild and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and productsEnsure and adhere to compliance and regulatory guidelines for the regionEducational qualifications & ExperienceGraduation/Post-Graduation/AMFI certification5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund productsNISM Certification

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