Manage and monitor client investment portfolios across mutual funds 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 Centers (ISCs) and other industry stakeholders to stay updated on market and product developments





Ensure accurate communication and documentation related to client portfolios and transactions

Requirements

Qualifications & Experience

Masters/ Bachelors 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

Strong 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 workplace

High level of integrity and service orientation

📌 Relationship Manager-Goa-5yr (North Goa)
🏢 Mangalam Placement
📍 North Goa