Designation -Relationship ManagerQualification- Any GraduateCTC 2 5 LPA - 4 LPALocation Navi Mumbai Vashi Role Overview- We are seeking a proactive client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services Mutual Funds Insurance and Loans - The RM will be the primary point of contact providing financial guidance onboarding new clients validating KYC compliance and ensuring a seamless end-to-end client experience Skills Required - Education Graduation in Finance Commerce Economics or a related field MBA PGDM is a plus - Experience 1-5 years in relationship management within broking wealth management banks or NBFCs exposure to Demat MF insurance and lending products Certifications Essential NISM Series VIII Mutual Funds Certification NISM Series VaP Pro or equivalent certifications are a plus Desired AMFI certification CWM CFP or equivalent financial planning credentials Skills - Strong knowledge of Demat operations equity markets mutual funds insurance products and retail lending - Excellent communication interpersonal and presentation skills - Demonstrated negotiation closing and client service capabilities - Proficient with CRM software MS Office familiarity with trading platforms and back-office systems - Analytical mindset with ability to interpret statements and performance metrics Key Responsibilities - Client Acquisition Onboarding - Identify and pursue recent client leads convert prospects into active clients - Facilitate seamless onboarding for Demat accounts MF investments insurance products and loan facilities -Collect and verify KYC documentation ensure compliance with regulatory requirements - Relationship Management - Build and maintain strong trust-based relationships with clients - Act as the single point of contact for portfolio inquiries execution support and service requests - Conduct regular portfolio reviews and advisory conversations aligned with client goals Product Service Expertise Provide in-depth knowledge of Demat operations equity trading MF schemes insurance products and loan options - Recommend suitable solutions based on client risk profiles goals and liquidity needs - Stay updated on market trends product changes and regulatory guidelines - Execution Operations Support - Assist clients with trade placements order routing settlement status and corporate actions related to Demat and MF activities - Coordinate with back-office to ensure accurate and timely processing -Handle loan disbursement EMI scheduling and collateral documentation as applicable - Compliance Risk Management - Ensure adherence to SEBI RBI AMFI and other regulatory standards - Maintain accurate client records disclosures and consent forms -Identify and mitigate potential conflicts of interest escalate high-risk cases - Client Education Engagement - Organize and participate in client seminars webcasts and one-on-one sessions - Provide educational content on investment strategies risk management and product features - Performance Reporting - Achieve defined sales and revenue targets across Demat MF Insurance and Loans - Prepare and present client-level business reports pipelines and forecasts ref updazz com