The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support, portfolio monitoring, client communication, and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.
Key Responsibilities
Manage and monitor client investment portfolios across mutual fund and related financial products
- Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities
- Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals
- Initiate and execute investment transactions based on client cash flows and agreed financial plans
- Support onboarding and execution of fresh investments in line with client suitability and risk profile
- Address client grievances and service-related issues, including statement discrepancies, dividend delays, and correction requests, ensuring timely resolution
- Coordinate with Asset Management Companies (AMCs) and service providers to resolve client-related issues
- Maintain and strengthen relationships with Mutual Fund Investor Service Centres (ISCs) and other industry stakeholders to stay updated on market and product developments
- Ensure accurate communication and documentation related to client portfolios and transactions
Qualifications & Experience
Masters/ Bachelor’s degree in Commerce, Finance, Economics, or related field
Relevant experience in mutual fund distribution, wealth management, or financial advisory service
Knowledge of mutual fund products, financial planning, and portfolio management
Familiarity with AMFI regulations and client servicing processes preferred
Certifications such as NISM (Mutual Fund Distribution/Research) preferred
