Job Description Position Title: Relationship Manager Location: Goa, Kolhapur, Pune, Mumbai Department: Marketing Reporting To: Director/ Chief Business Officer Role Overview: 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 | HR Department Qualifications & Experience Masters/ Bachelor’s degree in Commerce, Finance, Economics, or related field Relevant experience in mutual fund distribution, wealth management, or financial advisory services 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 Key Competencies Strong client relationship management skills Good understanding of financial markets and investment products Strong communication and interpersonal abilities Analytical mindset with attention to portfolio performance tracking Problem-solving and grievance-handling capability Ability to work in a client-facing, advisory-driven environment High level of integrity and service orientation Preferred Industry Exposure AMFI-registered Mutual Fund Distribution Companies Wealth Management Firms Financial Advisory and Investment Services NBFCs and Capital Market Intermediaries Asset Management and Portfolio Advisory Services
Pay: ₹1,000,000.00 - ₹1,500,000.00 per year
Work Location: In person
