Dear Bhavna ma'am,

Greetings of the day! Hope you are doing well. 

Please find below the summary of the role discussed with Amit - 

Location: Mumbai

Reporting To: Amit Vashisht – Lead ETF

Role Type: Business Development / Investment Counselling / Institutional Sales (Passive Products)

Key Requirements:

• Strong understanding of the market; candidates can come from Investment Counselling or Institutional Sales backgrounds.

• Will be responsible for engaging with PF counters as well as internal teams.

• Ability to build strategic narratives/storylines to support product positioning and sales.

• Ideal experience: 4–6+ years.

• Preferably from a good college; CFA is an added advantage.

• Budget: indicative ~₹40L+, but are open to higher compensation for strong profiles.

Please let me know if I’ve missed out on anything inadvertently. Also, please share the JD for the role. I shall share profiles shortly.