Relationship Manager

Dear Candidate,

As discussed please find below the job description attached, kindly share your updated resume along with the below information:

About Company

Mehek Finmart

We and exciting opportunity for Senior Sales Relationship Manager – Mutual Fund & Insurance with MEHEK FINMART PVT LTD for Mulund Mehek Finmart Private Limited is an Indian private limited company incorporated on March 28, 2023. It is classified as a non-government company and operates within the financial and insurance activities sector.

• Industry: The company is involved in financial and insurance activities.
• Location: Mulund west - 7-8 min walkable distance
• Complete Goal-Based Financial planning and investment advisory for investment in mutual funds / stock - direct equity through PMS mode of investing / bonds for tax savings and wealth protection through advising for having an adequate amount of term life insurance / Medi claim - health insurance / personal accident insurance/vehicle insurance/group insurance/fire burglary insurance for offices - shops - building - residential property"

Position: Senior Sales Relationship Manager

Department: Senior Service Relationship Manager

Reports To: Sales Manager

Location: B WING / 248 2ND FLR SHANTI INDUSTRIAL ESTATE, Sarojini Naidu Rd, Tambe Nagar, Mulund West, W, Maharashtra 400080

Working Days and Timings: Monday- Saturday, 10.00 am to 6.00 pm

Job Title: Senior Sales Relationship Manager – Mutual Fund & Insurance Operations

Location: Mulund, Mumbai

Experience Required: years (preferably with Individual Mutual Fund Distributor (MFD) or Insurance Advisor)

Key Responsibilities:- Act as a senior Service RM, handling post-sales servicing for mutual fund and insurance clients- Resolve client queries related to transactions, portfolio reports, redemptions, policy servicing, nominations, etc.- Coordinate with AMCs, RTAs, insurance companies for query resolution- Guide and supervise junior back-office staff on daily tasks and ensure smooth workflow- Maintain TAT for servicing and manage escalations effectively- Prepare and share MIS reports, transaction summaries, renewal trackers, and investment reports- Ensure data hygiene in CRM and proper record-keeping for compliance- Support the sales team by providing necessary documentation and backend assistance- Follow up internally to ensure pending work is completed on time - be a good executor and task-closer

Skills & Requirements:- Prior experience in handling mutual fund and insurance operations.- Understanding of MF platforms (like NSE NMF, BSE Star MF, CAMS/Karvy) and insurance portals.

If you have any doubts please feel free to reach out on the below mentioned contact.

Thanks & Regards,

Naina

Contact: +91- 8319348037

Job Type: Full-time

Pay: ₹13,964.04 - ₹30,000.00 per month

Schedule:

• Day shift