About Us
79TH EAST Private Limited is a growing wealth management firm 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 looking for a Relationship Manager who can build and manage client relationships across wealth management and mutual fund portfolios. You'll advise clients on mutual fund and equity investment options, oversee smooth transaction processing, and ensure regulatory compliance throughout.
Key Responsibilities
Build, manage, and grow client relationships across wealth, mutual fund, and equity portfolios
Advise clients on mutual fund and equity investment options aligned with their financial goals
Process and oversee MF transactions, ensuring adherence to regulatory norms
Coordinate with internal teams on portfolio servicing and reporting
Stay on top of market trends, fund performance, and regulatory updates to advise clients effectively
What We're Looking For
Minimum 2 years of experience in mutual funds and equity advisory/operations (both asset classes required)
Valid NISM Series V-A (Mutual Fund Distributors) certification — mandatory
Proven experience handling client AUM (Assets Under Management)
Solid communication, relationship-building, and client-servicing skills
Bachelor's degree in Finance, Commerce, or a related field
PMS (Portfolio Management Services) and SIF certification — added advantage
Why Join Us
Be part of a rapid-scaling wealth management firm
Work closely with leadership and grow with the company
Cooperative, client-first culture
Pay: ₹22,000.00 - ₹28,000.00 per month
Application Question(s):
Do you hold a valid NISM Series V-A (Mutual Fund Distributors) certification?
How many years of experience do you have in Mutual Fund advisory or operations? —
How many years of experience do you have in Equity advisory
Do you have experience handling client AUM (Assets Under Management)?
Work Location: In person
📌 Relationship Manager Ameerpet
🏢 79th East
📍 Ameerpet
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