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Ramartha Investments
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Mutual Funds Relationship Manager (Internship)

Mutual Funds Relationship Manager (Internship)

Ramartha Investments

0 - 1 years

|

0 Lacs

Posted:18 hours ago| Platform:

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Skills Required

mutual funds relationship management amfi nism wealth management mutual funds sales mutual fund distributor strong interest in mutual funds hni client handling

Work Mode

Work from Office

Job Type

Internship

Job Description

Key Responsibilities

1 Client Relationship Support

Assist in onboarding new clients (KYC, FATCA, bank mandate, NACH, etc.)
Communicate with clients regarding SIP setups, portfolio reviews, and investment updates
Support NRI clients with documentation and compliance clarifications
Track SIP book, client-wise AUM movement, and transaction patterns

2 Operations & Compliance

Support backend processes: purchase/redemption requests, STP/SWP execution
Maintain accurate client records in CRM
Coordinate with AMC relationship managers for forms, queries, and escalations
Ensure SEBI/AMFI guidelines are followed in communication and documentation

Required Skills

Strong interest in mutual funds, personal finance, and wealth management
Basic knowledge of MF concepts (NAV, SIP, equity vs. debt, risks)
Good communication skills (English; Telugu is an added advantage)
Comfort with Excel/Sheets and digital tools
Ability to learn fast, work with discipline, and maintain confidentiality

More Jobs at Ramartha Investments

Mutual Funds Relationship Manager (Internship)

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Experience: Not specified

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Ramartha Investments

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