Kottayam Kerala Relationship officer mutual funds & insurance. Jobs – 4 Open Jobs Today

Relationship Officer – Mutual Fund & Insurance
Doctor wealth Financial Services Pvt Ltd —Kottayam, Kerala
- ₹15,000 - ₹25,000 a month
- Full-time
- Customer service
- Business development
- Presentation skills
Quick apply
Relationship Officer - Equity Trade & Customer Service.
Doctor wealth Financial Services Pvt Ltd —Kottayam, Kerala
- ₹15,000 - ₹25,000 a month
- Full-time
- Customer service
- Research
- Business development
Quick apply
Relationship Officer -Mutual funds & Insurance.
Doctor wealth Financial Services Pvt Ltd —Alleppey, Kerala
- ₹15,000 - ₹22,000 a month
- Full-time
- Customer service
- Business development
- Presentation skills
Quick apply

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Relationship Officer - Equity Trade & Customer Service.
Doctor wealth Financial Services Pvt Ltd —Kottayam, Kerala
“A Relationship Manager – Equity manages client investments, executes trades, provides advisory support, and ensures end-to-end customer service while driving…
₹15,000 - ₹25,000 a month
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Relationship Officer – Mutual Fund & Insurance

Doctor wealth Financial Services Pvt Ltd
Kottayam, Kerala

Quick apply

Job details

Full-time
₹15,000 - ₹25,000 a month

Qualifications

Customer service
Business development
Presentation skills
Customer relationship management
Communication skills
Banking

Full job description

Relationship Officer – Mutual Fund & Insurance

Doctor Wealth Financial Services Pvt. Ltd.

The Relationship Officer – Mutual Fund & Insurance,* role is a wealth management + business development + partner relationship* position focused on expanding assets under management (AUM) through clients and external distribution partners.

Role Objective

To manage wealth clients, develop channel partnerships, and drive revenue growth through investment product distribution and advisory services.

1. Wealth Management Responsibilities

Manage Retail, Affluent & HNI client portfolios.
Understand client financial goals, risk appetite & investment horizon.
Provide advisory across wealth products:
Mutual Funds
PMS (Portfolio Management Services)
AIF / SIF
Equity & Trading solutions
Insurance & Protection products
Conduct periodic portfolio review meetings.
Support long-term wealth creation strategies.

2. Channel Partner Management

Onboard and manage channel partners, including:
Sub-brokers
IFAs
Financial advisors
Referral partners
Build strong relationships with partner networks.
Provide product training and sales support to partners.
Assist partners in client acquisition & transaction execution.
Drive partner productivity and business growth.

3. Business Development & Revenue Generation

Generate new AUM through:
Direct client acquisition
Channel partner referrals
Achieve monthly/quarterly revenue targets.
Promote premium wealth products.
Increase cross-selling opportunities across the platform.

4. Client & Operational Support

Assist with:
Investment onboarding & KYC
Account opening (Trading/Demat/Wealth accounts)
Transactions & execution coordination
Service issue resolution
Ensure compliance with regulatory requirements.

5. Advisory & Market Support

Share market outlook and investment themes.
Educate clients and partners on new products.
Support investment planning & asset allocation strategies.
Maintain high service standards and client retention.

Organizational Positioning

Department: Wealth Management / Distribution
Reports To: Wealth Head / Business Head
Stakeholders: Clients, Channel Partners, Product Providers, Operations Team

Key Skill Requirements

Wealth advisory knowledge.
Relationship-building & networking ability.
Sales & business development expertise.
Strong communication and presentation skills.
Understanding of capital markets & investment products.

Industry Equivalent Titles

Wealth Relationship Manager
Channel Sales Manager – Wealth
Investment Advisor / Wealth Manager
Partner Relationship Manager
Distribution Manager – Financial Products

One-Line Professional Definition

“A Relationship Manager – Wealth & Channel Partner drives wealth business growth by managing client investments and developing strong distribution partner relationships while delivering advisory-led financial solutions.”

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

Quick apply

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relationship officer mutual funds & insurance. jobs in kottayam kerala

Relationship Officer – Mutual Fund & Insurance

Relationship Officer - Equity Trade & Customer Service.

Relationship Officer -Mutual funds & Insurance.

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