Lucknow Uttar Pradesh Relationship manager (mutual funds) Jobs – 4 Open Jobs Today

Relationship Manager (Mutual Funds)
V6 ARTHGYAN LLP —Lucknow, Uttar Pradesh
- ₹1,80,000 - ₹2,50,000 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Paid sick time
Quick apply
Relationship Manager - Wealth Management
Alankit —Lucknow, Uttar Pradesh
- ₹30,000 - ₹45,000 a month
- Full-time
- Management
- Sales
- Bachelor's degree
Quick apply
4d
Institutional Sales Relationship Manager- Mutual Fund- Senior Manager
Trust Capital Services (India) —Lucknow, Uttar Pradesh
- Email
- Finance
- Master's degree
- MBA
Sales Manager
Arth Vipra Finvest Private Limited —Lucknow, Uttar Pradesh
- ₹3,00,000 - ₹5,00,000 a year
- Full-time
- Sales
- Salesforce
- Business development
Quick apply

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Relationship Manager - Wealth Management
Alankit —Lucknow, Uttar Pradesh
*HNI/affluent client handling experience will be an added advantage.*. *Manage and grow the assigned client portfolio and ensure high client retention.*.
₹30,000 - ₹45,000 a month
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4d
Relationship Manager
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The ideal candidate will possess excellent interpersonal skills, a deep understanding of financial products, and a proven track record in client management and…
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Relationship Manager (Mutual Funds)

V6 ARTHGYAN LLP
Lucknow, Uttar Pradesh

Quick apply

Job details

Full-time
₹1,80,000 - ₹2,50,000 a year

Benefits

Paid sick time

Qualifications

Sales
Business development
Bachelor's degree
Financial concepts
Customer relationship management
Communication skills
Banking

Full job description

Job description:

Location: (On-site)Lalbagh, Lucknow, Uttar Pradesh
Pay: ₹1,80,000.00 - ₹2,50,000.00 per year
Certification: NISM V-A (Preferred)

Travel Requirement: Willingness to travel locally for client meetings (Field Sales)

About Us

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, investment solutions, and simplifying personal finance to help individuals and families achieve their financial goals.

Role Overview

We are looking for a dynamic and client-focused Relationship Manager to manage investor relationships, assist clients with mutual fund investments, and ensure a seamless client servicing experience. This role is ideal for candidates passionate about finance, investments, client engagement, and long-term relationship management.

The candidate will work closely with clients to understand their financial requirements, support investment-related processes, and contribute to client retention and business growth.

Key Responsibilities

Drive business growth by acquiring new investors and converting prospects through field visits, client meetings, and relationship-building activities.
Schedule, attend, and document client meetings, including maintaining proper MoM and follow-ups
Manage client onboarding, KYC processing, transactions, and documentation while ensuring compliance standards
Build and maintain strong client relationships by understanding financial goals and investment requirements
Assist clients with mutual fund-related queries, SIPs, and investment processes
Re-engage inactive clients and encourage fresh or increased investments
Ensure timely client servicing, relationship management, and long-term retention
Coordinate with internal teams and management for the smooth execution of client requests
Prepare regular reports and updates regarding client interactions and service activities
Generate leads, referrals, and identify business development opportunities through existing and new client networks
Maintain professional communication through calls, emails, WhatsApp, and virtual meetings

Required Skills & Qualifications

Excellent communication and interpersonal skills
Strong client handling and relationship management abilities
Ability to simplify and explain financial concepts to clients
Basic understanding of Mutual Funds, SIPs, investment products (preferred)
Proficiency in CRM tools, email communication, WhatsApp, and video meeting platforms
Strong organizational and follow-up skills
Graduate in any stream (Commerce/Finance preferred)

Preferred Qualifications

NISM V-A Certification preferred (or willingness to complete certification)
0–2 years of experience in sales, finance, banking, wealth management, or client servicing preferred
Experience in mutual fund advisory or financial services will be an added advantage
Passion for personal finance, investments, and client education
Self-disciplined, target-oriented, and eager to learn

Key Skills

Relationship Management
Mutual Funds & SIP Advisory
Client Servicing
Financial Products
Lead Generation & Client Retention
Communication & Follow-ups
Investment Support
Sales Coordination
Wealth Management Support

Benefits:

Paid sick time

Pay: ₹180,000.00 - ₹250,000.00 per year

Work Location: In person

Quick apply

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