Banking Officer Female

Job Summary

We are looking for a Relationship Manager (Non-Sales) to manage and service existing clients by ensuring smooth investment operations, portfolio support, and high-quality client experience. The role focuses on client servicing, coordination, compliance, and relationship maintenance, with no direct sales or target pressure.

Key ResponsibilitiesClient Relationship Management

• Act as the primary point of contact for assigned clients
• Maintain long-term relationships by ensuring timely support and follow-ups
• Address client queries related to investments, statements, NAVs, SIPs, and transactions
• Ensure high client satisfaction and retention

Investment & Portfolio Support

• Assist clients with mutual fund transactions (purchase, redemption, switch, SIP)
• Coordinate portfolio reviews and provide periodic investment updates (non-advisory)
• Support onboarding of new clients including risk profiling and documentation

Operations & Coordination

• Handle account opening processes including KYC, FATCA, and documentation
• Coordinate with internal teams (operations, compliance, fund houses, registrars)
• Track transaction status and ensure timely execution
• Maintain accurate client records in CRM and internal systems

Compliance & Regulatory Adherence

• Ensure adherence to SEBI/RBI guidelines and internal policies
• Maintain audit-ready documentation and transaction records
• Ensure confidentiality and ethical handling of client data

Reporting & Documentation

• Prepare client reports, statements, and MIS as required
• Maintain accurate records of client communication and service requests

Skills & Competencies

• Strong client servicing and relationship management skills
• Good understanding of mutual funds and investment products
• Excellent communication (verbal & written)
• High attention to detail and process orientation
• Problem-solving and coordination skills
• Professional ethics and confidentiality awareness

Educational Qualifications

• Graduate in Commerce, Finance, Economics, or Business Administration

Experience

• 1–5 years of experience in banking, mutual funds, wealth management, or financial services

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Work Location: In person