Relationship Manager

Manage and monitor client investment portfolios across mutual funds 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 Centers (ISCs) and other industry stakeholders to stay updated on market and product developments
Ensure accurate communication and documentation related to client portfolios and transactions
Requirements
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

Work arrangement
No