Location: Lalbagh, Lucknow, Uttar Pradesh
Pay: ₹1,80,000.00 - ₹2,50,000.00 per year
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 towards client retention and business growth.
Key Responsibilities
- Schedule, attend, and document client meetings (online/offline), 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, ELSS, and tax-saving 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
Certification: NISM V-A (Preferred)
Travel Requirement: Willingness to travel locally for client meetings when required
Work Location: In-person
Pay: ₹180,000.00 - ₹250,000.00 per year
Benefits:
Work Location: In person
