Relationship Manager

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Manage and monitor client investment portfolios across mutual funds and related financial products <\/span> <\/span><\/span>
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Provide\n regular updates to clients on market developments, including market \noutlook, new fund offers (NFOs), and relevant investment opportunities <\/span> <\/span><\/span>
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Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals <\/span> <\/span><\/span>
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Initiate and execute investment transactions based on client cash flows and agreed financial plans <\/span> <\/span><\/span>
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Support onboarding and execution of fresh investments in line with client suitability and risk profile <\/span> <\/span><\/span>
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Address\n client grievances and service\-related issues, including statement \ndiscrepancies, dividend delays, and correction requests, ensuring timely resolution <\/span> <\/span><\/span>
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Coordinate with Asset Management Companies (AMCs) and service providers to resolve client\-related issues <\/span> <\/span><\/span>
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Maintain and strengthen relationships with Mutual Fund Investor Service <\/span>Centers <\/span>(ISCs) and other industry stakeholders to stay updated on market and product developments <\/span> <\/span><\/span>
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Ensure accurate communication and documentation related to client portfolios and transactions <\/span> <\/span><\/span><\/span>
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Requirements<\/h3>
Qualifications & Experience<\/span><\/span><\/span><\/b> <\/span><\/span><\/span>
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Masters/ <\/span>Bachelor\u2019s degree in Commerce<\/span>, Finance, Economics, or related field <\/span> <\/span><\/span>
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Relevant experience in mutual fund distribution, wealth management, or financial advisory services <\/span> <\/span><\/span>
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Knowledge of mutual fund products, financial planning, and portfolio management <\/span> <\/span><\/span>
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Familiarity with AMFI regulations and client servicing processes preferred <\/span> <\/span><\/span>
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Certifications such as NISM (Mutual Fund Distribution/Research) preferred <\/span> <\/span><\/span>
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Key Competencies<\/span><\/span><\/span><\/b> <\/span><\/span><\/span>
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Strong client relationship management skills <\/span> <\/span><\/span>
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Good understanding of financial markets and investment products <\/span> <\/span><\/span>
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Strong communication and interpersonal abilities <\/span> <\/span><\/span>
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Analytical mindset with attention to portfolio performance tracking <\/span> <\/span><\/span>
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Problem\-solving and grievance\-handling capability <\/span> <\/span><\/span>
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Ability to work in a client\-facing, advisory\-driven environment <\/span> <\/span><\/span>
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High level of integrity and service orientation <\/span> <\/span><\/span><\/span>
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