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
  
  
  

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