Relationship Manager

Job Designation:

Total years of experience:

Job Location:

Education Qualification:

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.

• Organizational 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

Relation Manager

• 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