Client Relationship Manager

About Us:

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006.

Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual

funds, alternative investment products, and simplifying personal finance to help individuals and families

achieve their financial goals.

Key Responsibilities:

• Schedule, attend, and document client meetings (online/offline) with MoM and follow-ups.
• Manage client onboarding, KYC, transactions, and compliance documentation.
• Build and maintain strong client relationships by understanding financial goals.
• Re-engage inactive clients and encourage fresh/increased investments.
• Ensure timely service delivery, trust-building, and long-term client retention.
• Coordinate with the team and management for the smooth execution of client requests.
• Prepare regular reports and updates on client interactions.
• Generate leads, referrals, and identify business growth opportunities.

Must-Have Qualifications:

• Excellent communication and interpersonal skills
• Ability to simplify and explain financial concepts
• Basic understanding of Mutual Funds, SIPs, and tax-saving schemes (preferred)
• Proficiency in CRM tools, email, WhatsApp, and video platforms
• Graduate in any stream (Commerce/Finance preferred)

Preferred Qualifications:

• NISM V-A Certified or willing to certify
• Experience in mutual fund advisory or financial services
• Passion for personal finance and client education
• Ability to work independently with self-discipline