Company Description FUNDSMART FINSERV PVT LTD is a professionally managed, AMFI-registered mutual fund distribution company offering mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. The organization provides personalized financial guidance to help clients navigate investments for goals such as retirement planning, children’s education, and long-term wealth creation.

With a vision to bridge the gap between investors and financial institutions, FUNDSMART aims to be a one-stop solution for all investment and financial needs. The company focuses on building long-term client relationships through trust, transparency, and tailored financial advice. Team members join a growing financial services firm committed to helping clients achieve sustainable financial success.

Role Description This full time, on-site Relationship Manager role is based in the Pune Division.

The Relationship

Manager is responsible for acquiring and managing a portfolio of clients, understanding their financial goals, and recommending appropriate products such as mutual funds, insurance, fixed deposits, and loan solutions. The role includes conducting regular client meetings, portfolio reviews, and follow-ups to ensure high levels of satisfaction and retention.

The Relationship

Manager will coordinate with internal teams and partner institutions to process client applications,



resolve queries, and ensure timely service delivery. Typical day-to-day activities involve prospecting new clients, maintaining accurate records of interactions, staying updated on financial products and regulations, and meeting defined sales and service targets.

Qualifications

- Candidates should possess strong client relationship management, interpersonal communication, and customer service skills.
- Candidates should possess sales, negotiation, and business development skills to acquire and grow client portfolios.
- Candidates should possess basic financial planning, investment advisory, and product knowledge skills across mutual funds, insurance, and other financial instruments.
- Candidates should possess organizational, time management, and documentation skills to manage multiple client accounts efficiently.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field are beneficial; AMFI or similar certifications are an advantage.
- Ability to work on-site in the Pune Division, with proficiency in local language and English, and comfort using common office and CRM software.
- Prior experience in financial services, banking, or wealth management is preferred but motivated early-career candidates may also be considered.

📌 Relationship Manager (Pune)
🏢 FUNDSMART FINSERV
📍 Pune