Relationship Manager (Ameerpet)

Relationship Manager (Ameerpet)

11 Sep
|
79th East Pvt
|
Ameerpet

11 Sep

79th East Pvt

Ameerpet

79TH EAST PRIVATE LIMITED · WE ARE HIRING
Relationship Manager
Mutual Funds & PMS | Clients & B2B Partners | Hyderabad (in office) | 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 simple, 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).
• Exper

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

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