< ul> < li> Manage and monitor client investment portfolios across mutual funds and related financial products< /li> < li> Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities< /li> < li> Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals< /li> < li> Initiate and execute investment transactions based on client cash flows and agreed financial plans< /li> < li> Support onboarding and execution of fresh investments in line with client suitability and risk profile< /li> < li> Address client grievances and service-related issues, including statement discrepancies, dividend delays, and correction requests, ensuring timely resolution< /li> < li> Coordinate with Asset Management Companies (AMCs) and service providers to resolve client-related issues< /li> < li> Maintain and strengthen relationships with Mutual Fund Investor Service Centers (ISCs) and other industry stakeholders to stay updated on market and product developments< /li> < li> Ensure accurate communication and documentation related to client portfolios and transactions< /li> < /ul> < p> Qualifications Experience Masters/ Bachelor's degree in Commerce,



Finance, Economics, or related field< /p> < p> Relevant experience in mutual fund distribution, wealth management, or financial advisory services< /p> < p> Knowledge of mutual fund products, financial planning, and portfolio management< /p> < p> Familiarity with AMFI regulations and client servicing processes preferred< /p> < p> Certifications such as NISM (Mutual Fund Distribution/Research) preferred< /p> < p> Key Competencies Strong client relationship management skills< /p> < p> Valuable understanding of financial markets and investment products< /p> < p> Robust communication and interpersonal abilities< /p> < p> Analytical mindset with attention to portfolio performance tracking< /p> < p> Problem-solving and grievance-handling capability< /p> < p> Ability to work in a client-facing, advisory-driven workplace< /p> < p> High level of integrity and service orientation< /p>

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager Mumbai (India)
🏢 V.M. Salgaocar & Bro.
📍 India