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About the Role

We are looking for a Junior Relationship Manager to manage and service our existing client base.

The role involves regular client interaction, client meetings, portfolio review support, SIP follow-ups, service coordination, and identifying opportunities to escalate to the Senior Relationship Manager.

This is an existing-client relationship role, not a cold-calling position.

The ideal candidate should be energetic, well-spoken, organised, and comfortable interacting with clients.

Key Responsibilities

- Client Servicing
- Manage relationships with assigned existing clients.
- Proactively contact clients and understand their requirements.
- Conduct a minimum of 5 client meetings per day.
- Resolve routine client queries and coordinate with the operations team.
- Ensure clients receive timely responses and updates.
- Portfolio Review
- Assist in conducting periodic portfolio reviews.
- Understand basic concepts of Mutual Funds, SIPs, asset allocation, and portfolio performance.
- Collect required information before client meetings.
- Explain basic portfolio information to clients.
- Identify issues or opportunities that require Senior RM involvement.
- SIP & Investment Follow-ups
- Follow up on SIP registrations, increases, and discontinuations.
- Identify clients who may have additional investment requirements.
- Follow up on investment discussions initiated during meetings.
- Pass qualified investment opportunities to the Senior RM.
- Client Engagement
- Maintain regular communication with clients.
- Schedule portfolio review meetings.
- Maintain meeting records and follow-up actions.
- Build familiarity with the client's investment journey and financial requirements.
- Coordination




- Coordinate with MF operations, transaction desk, and other internal teams.
- Follow up on pending transactions, documentation, and service requests.
- Ensure client issues are tracked until closure.
- Escalation The Junior RM should independently handle routine servicing matters and escalate:
- Investment decisions
- Large investment opportunities
- Significant redemption requests
- Complex portfolio issues
- Client complaints
- HNI/high-potential clients to the Senior RM.

We are looking for someone who is:
- 13 years of experience in Mutual Funds, Wealth Management, Banking, Insurance, Broking or Financial Services.
- Excellent communication skills.
- Presentable and comfortable meeting clients.
- Basic understanding of Mutual Funds and financial markets.
- Energetic and proactive.
- Strong follow-up and coordination skills.
- Organised and disciplined.
- Comfortable working with CRM and digital tools.
- Willing to travel locally for client meetings.

Freshers with exceptional communication skills and a strong understanding of investments may also be considered.

Key Performance Indicators

- Minimum 5 client meetings per day
- Client servicing turnaround time
- Portfolio review completion
- SIP retention and growth
- Follow-up completion
- Client engagement
- Qualified opportunities generated for Senior RM
- Client satisfaction
- CRM and reporting discipline

Career Growth -

The successful candidate will have the chance to grow into a Senior Relationship Manager / Wealth Manager role based on performance, client-handling ability, and investment knowledge.

Compensation: 20,000- 30,000 per month + performance incentives, depending on experience and profile.

📌 Junior Relationship Manager (Raipur)
🏢 Aayushman Financial Services
📍 Raipur