10 Sep
|
79th East Pvt
|
Ameerpet
10 Sep
79th East Pvt
Ameerpet
79TH EAST PRIVATE LIMITED · WE ARE HIRING
Relationship Manager
Mutual Funds & PMS | Clients & B2B Partners | Hyderabad (on-site) | 2+ years | Up to ₹10 LPA
About us
79th East Private Limited is a Hyderabad-based investment services firm – an AMFI-registered Mutual Fund Distributor (ARN-364145) and a distributor of Portfolio Management Services (PMS). We put client understanding and suitability ahead of sales.
Key responsibilities
- Acquire new clients and manage an allotted client book across HNI, affluent, professional and NRI segments.
- Explain mutual funds, PMS and equity concepts to clients in straightforward, clear language.
- Carry out risk profiling and recommend suitable products, with full disclosure of risk, costs and taxation.
- Plan and deliver investor-education webinars and seminars, and follow up with attendees.
- Hold regular portfolio reviews and grow client relationships through SIPs, fresh investments and referrals.
- Build B2B business through channel partners – identify, onboard and manage registered MFDs and PMS distributors, with product training, sales support and regular business reviews.
- Recruit,
onboard and support remisiers (referral partners); track referrals and payouts, and ensure every partner is registered (ARN/APRN) before any payout, with all client KYC and onboarding done by 79th East.
- Coordinate onboarding, KYC and transactions with the operations team.
- Follow AMFI, SEBI and APMI norms at all times – no mis-selling, complete documentation.
Must have
- Valid NISM Series V-A (Mutual Fund Distributors) certificate.
- Minimum 2 years' client-facing experience in mutual funds, PMS, broking or banking investment sales.
- Good knowledge of mutual funds, PMS and equity markets.
- Excellent communication, presentation and client-handling skills.
Added advantage
- NISM Series XXI-A (PMS Distributors) – required to distribute PMS; to be obtained after joining if not held.
- NISM Series X-A and X-B (Investment Adviser Level 1 and 2).
- Experience in B2B / channel-partner business, or in managing sub-brokers or remisiers.
- CFP, CFA or MBA (Finance).
How to apply
Apply through LinkedIn with your CV, and mention your NISM V-A certificate validity. Shortlisted candidates will be contacted for a discussion.
📌 Relationship Manager (Ameerpet)
🏢 79th East Pvt
📍 Ameerpet