Junior Relationship Manager
Aayushman Financial Services · Raipur · onsite · Posted 43d ago
About a minute. You'll make an account on the way through.
About this role
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About the Role
We are looking for a *Junior Relationship Manager* to manage and service our existing client base.
The role involves regular client interaction, client meetings, portfolio review support, SIP follow-ups, service coordination, and identifying opportunities to escalate to the Senior Relationship Manager.
This is an *existing-client relationship role*, not a cold-calling position.
The ideal candidate should be energetic, well-spoken, organised, and comfortable interacting with clients.
Key Responsibilities
1. Client Servicing
* Manage relationships with assigned existing clients.
* Proactively contact clients and understand their requirements.
* Conduct a minimum of *5 client meetings per day*.
* Resolve routine client queries and coordinate with the operations team.
* Ensure clients receive timely responses and updates.
2. Portfolio Review
* Assist in conducting periodic portfolio reviews.
* Understand basic concepts of Mutual Funds, SIPs, asset allocation, and portfolio performance.
* Collect required information before client meetings.
* Explain basic portfolio information to clients.
* Identify issues or opportunities that require Senior RM involvement.
3. SIP & Investment Follow-ups
* Follow up on SIP registrations, increases, and discontinuations.
* Identify clients who may have additional investment requirements.
* Follow up on investment discussions initiated during meetings.
* Pass qualified investment opportunities to the Senior RM.
4. Client Engagement
* Maintain regular communication with clients.
* Schedule portfolio review meetings.
* Maintain meeting records and follow-up actions.
* Build familiarity with the client's investment journey and financial requirements.
5. Coordination
* Coordinate with MF operations, transaction desk, and other internal teams.
* Follow up on pending transactions, documentation, and service requests.
* Ensure client issues are tracked until closure.
6. Escalation
The Junior RM should independently handle routine servicing matters and escalate:
* Investment decisions
* Large investment opportunities
* Significant redemption requests
* Complex portfolio issues
* Client complaints
* HNI/high-potential clients
to the Senior RM.
We are looking for someone who is:
* *13 years of experience* in Mutual Funds, Wealth Management, Banking, Insurance, Broking or Financial Services.
* Excellent communication skills.
* Presentable and comfortable meeting clients.
* Basic understanding of Mutual Funds and financial markets.
* Energetic and proactive.
* Strong follow-up and coordination skills.
* Organised and disciplined.
* Comfortable working with CRM and digital tools.
* Willing to travel locally for client meetings.
Freshers with exceptional communication skills and a strong understanding of investments may also be considered.
Key Performance Indicators
* Minimum *5 client meetings per day*
* Client servicing turnaround time
* Portfolio review completion
* SIP retention and growth
* Follow-up completion
* Client engagement
* Qualified opportunities generated for Senior RM
* Client satisfaction
* CRM and reporting discipline
Career Growth -
The successful candidate will have the opportunity to grow into a *Senior Relationship Manager / Wealth Manager* role based on performance, client-handling ability, and investment knowledge.
*Compensation:* 20,000- 30,000 per month + performance incentives, depending on experience and profile.
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