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Ramartha Investments
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Relationship Manager

Relationship Manager

Ramartha Investments

0 - 2 years

|

2 Lacs

Posted:1 day ago| Platform:

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Skills Required

mutual funds wealth management relationship management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Handle end-to-end onboarding of new clients (KYC, FATCA, bank mandates, NACH, etc.)
Act as the primary point of contact for clients regarding SIPs, lump-sum investments, portfolio reviews, and service requests
Communicate investment updates, reminders, and process clarifications to clients
Support NRI clients with documentation, compliance, and operational queries
Track client-wise AUM, SIP book growth, redemptions, and portfolio movements
Process MF transactions: purchases, redemptions, switches, STP & SWP
Ensure accurate and timely execution through RTA/AMC platforms
Maintain updated client records, transaction logs, and communication history in CRM
Coordinate with AMC relationship managers for operational issues, forms, and escalations

More Jobs at Ramartha Investments

Mutual Funds Relationship Manager (Internship)

hyderabad

Experience: Not specified

Salary: Not disclosed

Relationship Manager

hyderabad

Experience: Not specified

INR 2 - 2 Lacs

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Ramartha Investments

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