Company Description Finvantage 360 Distributors LLP is a professionally managed investment distribution firm focused on helping investors build and manage wealth through disciplined, goal-oriented investing. The company emphasizes understanding each investor’s unique goals, risk profile, and investment horizon before recommending suitable mutual fund solutions. Its services span wealth creation, children’s education, retirement, and other long-term objectives, supported by personalized service and transparent processes.

Finvantage 360 aims to simplify the investment journey, provide clarity through changing market conditions, and keep investors aligned with their financial goals. The firm is built on a long-term, structured approach to investing and ongoing portfolio engagement.

Role Description The Relationship Manager is a full time, on-site role based in Pune, responsible for managing and growing client relationships in the investment distribution business. This position involves understanding clients’ financial goals, risk tolerance, and investment horizons, and recommending appropriate mutual fund and related investment solutions. The Role includes conducting regular portfolio reviews, explaining performance and market developments, and ensuring clients remain focused on their long-term objectives.

The Relationship

Manager will handle client onboarding, documentation, and service requests while maintaining high standards of transparency and compliance.



The role also requires proactive client communication, participation in investor education initiatives, and collaboration with internal teams to deliver a structured and personalized investment experience.

Qualifications

- Strong client relationship management and interpersonal skills, with the ability to build trust and long-term partnerships.
- Solid understanding of mutual funds, investment products, and basic financial planning concepts.
- Effective communication skills, including transparent written and verbal communication and the ability to explain complex financial matters in simple terms.
- Analytical and problem-solving skills to assess client portfolios, identify suitable solutions, and respond to changing market conditions.
- Organizational and time-management skills to handle multiple client accounts, documentation, and follow-ups efficiently.
- Comfort using digital tools and CRM or portfolio management systems for client tracking and reporting.
- Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications (such as NISM mutual fund distributor certification) are an advantage.
- Prior experience in investment distribution, wealth management, or financial services client-facing roles is preferred.
- Commitment to ethical conduct, regulatory compliance, and delivering a high-quality, investor-centric service experience.

📌 Relationship Manager (Pune)
🏢 Finvantage 360 Distributors
📍 Pune