Relationship Manager

Role & responsibilities

• Manage an assigned portfolio of existing clients and investors.
• Build and maintain strong customer relationships through regular calls, meetings, WhatsApp and office interactions.
• Act as the primary contact for client servicing and investor relationship management.
• Understand client requirements and coordinate with internal teams for timely resolution.
• Explain mutual fund products, investment products, SIPs, transactions, KYC, documentation and digital platforms in simple language.
• Conduct regular follow-ups regarding SIP investments, additional investments, transactions and investor service requirements.
• Focus on client retention and long-term relationship management.
• Identify opportunities for SIP increases, additional investments and cross-selling of relevant investment products.
• Generate and follow up on client referrals.
• Build relationships with newly onboarded investors.
• Conduct regular client meetings and relationship reviews.
• Coordinate with operations, back-office and senior relationship management teams.
• Maintain accurate records of client interactions, meetings, follow-ups and pending requirements.
• Track assigned business development and relationship management KPIs.
• Ensure timely closure of client queries and service requirements.
• Maintain complete confidentiality of client and investor information.
• Follow internal processes and applicable regulatory and compliance guidelines.

Candidate Requirements

• Graduate in any discipline.
• Strong communication, interpersonal and relationship-building skills.
• Good command of Hindi and English.
• Knowledge of Bengali will be an advantage.
• Comfortable interacting with customers/investors from different age groups.
• Strong follow-up and client servicing skills.
• Comfortable working with business and relationship management targets.
• Basic knowledge of Microsoft Excel, Email, CRM and digital platforms.
• Willingness to learn about mutual funds, SIPs and investment products.
• Strong ownership and ability to coordinate with multiple internal departments.

Working Hours

Monday to Friday: 9:30 AM 7:00 PM
Saturday: 9:30 AM 2:30 PM
Lunch Break: 3:30 PM 4:30 PM

Work Location: Siliguri, West Bengal
Work Mode: In-office

Preferred candidate profile

Immediate and early joiners will be preferred.