Relationship Manager

Role & 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 

Preferred candidate profile

• 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 

Qualifications & Experience

• Masters/ Bachelors 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