Job Description
Position Title: Relationship Manager
Location: Kolhapur
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 and transactions
www.vimsongroup.com | 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: ₹1,300,000.00 - ₹1,500,000.00 per year
Work Location: In person
