Relationship Manager – Wealth Management & Mutual Fund Operations

[Location] | 79TH EAST Private Limited | Full-time

Salary: 2.8 LPA to 3.6 LPA

About Us

79TH EAST Private Limited is a growing wealth management firm focused on delivering personalized investment and advisory solutions to our clients. As we scale, we're looking for a driven Relationship Manager to join our team.

Role Overview

We're hiring a Relationship Manager to manage client relationships in wealth management and mutual fund operations. The ideal candidate will have hands-on experience advising clients on mutual fund investments and ensuring smooth transaction processing and compliance.

Key Responsibilities

- Manage and grow client relationships across wealth and mutual fund portfolios
- Advise clients on mutual fund investment options aligned with their financial goals
- Process and oversee MF transactions, ensuring adherence to regulatory norms




- Coordinate with internal teams for portfolio servicing and reporting
- Track market trends, fund performance, and regulatory updates to advise clients effectively

What We're Looking For

- Minimum 2 years of experience in wealth management / mutual fund advisory or operations
- Valid NISM Series V-A (Mutual Fund Distributors) certification — mandatory
- Proven experience handling client AUM (Assets Under Management)
- Strong communication, relationship-building, and client-servicing skills
- Bachelor's degree in Finance, Commerce, or a related field

Why Join Us

- Be part of a quick-scaling wealth management firm
- Opportunity to work closely with leadership and grow with the company
- Collaborative and client-first culture

Interested candidates can apply directly or share their resume at [email protected].

📌 Relationship Manager (Ameerpet)
🏢 79th East Pvt
📍 Ameerpet