Relationship Manager

Job Description

Job Designation: Relationship Manager Total years of experience: 0 to 3 Years Job Location: Kharadi, Pune Education Qualification: B.Com / M.Com / B.Tech / MBA Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working. Skills Required Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs. NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory. Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results. Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures. Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential. Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication. Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical. Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial. Organisational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently. Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization’s code of conduct and service commitment. Role Description The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include: Onboarding new clients and guiding them through investment processes Providing advisory support on mutual fund products based on client profiles Following up with leads and ensuring timely communication and closures Ensuring compliance with regulatory requirements and documentation standards Coordinating with the operations team for account setup, KYC, and transaction processing Maintaining accurate records of client interactions and investment history Assisting in client reviews and periodic reporting on portfolio performance Staying updated on market trends, regulatory changes, and mutual fund product developments