Position Title: Relationship Manager

Location: Kolhapur

Department: Marketing

Reporting To: Director/ Chief Business Officer

Role Overview: The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support, portfolio monitoring, client communication, and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.

Key Responsibilities

Manage and monitor client investment portfolios across mutual fund and related financial products

Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities

Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals

Initiate and execute investment transactions based on client cash flows and agreed financial plans

Support onboarding and execution of fresh investments in line with client suitability and risk profile

Address client grievances and service-related issues, including statement discrepancies, dividend delays, and correction requests, ensuring timely resolution

Coordinate with Asset Management Companies (AMCs) and service providers to resolve client-related issues





Maintain and strengthen relationships with Mutual Fund Investor Service Centres (ISCs) and other industry stakeholders to stay updated on market and product developments

Ensure accurate communication and documentation related to client portfolios and transactions

www.vimsongroup.com | HR Department

Qualifications & Experience

Masters/ Bachelor’s degree in Commerce, Finance, Economics, or related field

Relevant experience in mutual fund distribution, wealth management, or financial advisory services

Knowledge of mutual fund products, financial planning, and portfolio management

Familiarity with AMFI regulations and client servicing processes preferred

Certifications such as NISM (Mutual Fund Distribution/Research) preferred

Key Competencies

Solid client relationship management skills

Good understanding of financial markets and investment products

Strong communication and interpersonal abilities

Analytical mindset with attention to portfolio performance tracking

Problem-solving and grievance-handling capability

Ability to work in a client-facing, advisory-driven environment

High level of integrity and service orientation

Preferred Industry Exposure

AMFI-registered Mutual Fund Distribution Companies

Wealth Management Firms

Financial Advisory and Investment Services

NBFCs and Capital Market Intermediaries

Asset Management and Portfolio Advisory Services

Pay: ₹1,300,000.00 - ₹1,500,000.00 per year

Work Location: In person

📌 Relationship Manager (India)
🏢 LyfLeap Talent Solutions Private
📍 India