Relationship Manager-Mutual fund

Company Description Milestone Global Moneymart Pvt Ltd is a financial services organization focused on delivering personalized investment solutions to a diverse client base. The company specializes in mutual fund advisory and distribution, helping clients build and manage portfolios aligned with their financial goals and risk profiles. With a commitment to transparency and client-centric service, Milestone Global Moneymart aims to simplify investment decisions through clear guidance and ongoing support. Team members work in a collaborative environment with opportunities to develop their expertise in wealth management and client relationship building.
Role Description The Relationship Manager – Mutual Fund is a full-time, on-site role based in Delhi, India. The role involves managing and growing a portfolio of clients by understanding their financial objectives, recommending suitable mutual fund products, and providing ongoing portfolio reviews. The relationship manager will conduct regular client meetings, respond to queries, and ensure a high standard of service and compliance with regulatory requirements. Daily responsibilities include tracking market trends, coordinating with internal operations and product teams, preparing proposals and reports, and supporting sales initiatives and client acquisition efforts. The role requires proactive communication, accurate documentation, and a strong focus on long-term client relationships and retention.
Qualifications
Strong client relationship management and communication skills, with the ability to understand and explain mutual fund products clearly.
Knowledge of mutual funds, capital markets, and basic financial planning concepts, with the ability to analyze portfolios and market developments.
Sales and business development aptitude, including lead generation, negotiation, and follow-up to achieve individual and team targets.
Organizational and documentation skills, with attention to detail for handling KYC, compliance requirements, and reporting accurately.
Comfort working with MS Office and basic financial software or CRM tools to manage client data and prepare presentations.
Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM Mutual Fund Distributor) are preferred.
Ability to work in a fast-paced on-site environment, collaborate with colleagues, and maintain a professional, ethical approach to client service.

Work arrangement
No