About Mangalmurti InvestmentsMangalmurti Investments is a third-generation financial services business established in 1982 in Dombivli. We work with individuals and families to address their investment and financial product requirements across mutual funds and other financial products.

We are a relationship-driven business with a strong focus on long-term client relationships, personalised service and trust.

About the RoleWe are looking for a Client Relationship Manager to join our team at our Dombivli office.

The role involves managing and nurturing relationships with existing and prospective clients, understanding their financial goals and requirements, and helping them identify suitable mutual fund and investment products.

The position is highly client-facing and involves regular interaction with clients, conducting meetings, explaining investment products and their risk profiles, coordinating transactions and documentation, and ensuring timely follow-ups and portfolio reviews.

The role will also involve identifying new business opportunities, supporting client acquisition and marketing initiatives, and contributing to overall client satisfaction, relationship growth and retention.

Key Responsibilities

- Manage and nurture relationships with existing and prospective clients.
- Understand clients' financial goals, requirements and investment preferences.
- Conduct client meetings and explain mutual funds and other investment products in a simple and clear manner.
- Explain product features, associated risks and relevant considerations to clients.
- Conduct regular follow-ups and portfolio reviews.
- Handle client onboarding, documentation and service-related requirements.
- Coordinate with internal teams, AMCs,



platforms and other stakeholders for timely processing of transactions and service requests.
- Resolve client queries and ensure a high level of client satisfaction.
- Maintain accurate client records, documentation and follow-up schedules in accordance with applicable processes and regulatory requirements.
- Identify relevant opportunities for new business and relationship expansion based on client requirements.
- Support business development and marketing initiatives.
- Stay updated on mutual funds, financial products, market developments and relevant processes.
- Contribute towards building long-term client relationships and client retention.

What We Are Looking ForWe are looking for someone who is confident interacting with clients, genuinely interested in investments and eager to learn and grow with the organisation. The ideal candidate should have:

- Strong client service and relationship management skills, with the ability to understand client needs and communicate solutions clearly.
- Knowledge of mutual funds, capital markets and basic investment principles.
- Familiarity with insurance and other financial products will be an advantage.
- Strong verbal and written communication skills, with the ability to explain financial concepts clearly and patiently.
- Ability and willingness to participate in sales and business development activities, including prospecting,



presenting investment options and converting opportunities ethically.
- Positive organisational and administrative skills, including handling documentation, maintaining records and working accurately with data.
- Comfort with computers, investment platforms and common office software such as spreadsheets and CRM/client-tracking tools.
- Ability to manage multiple client interactions and follow-ups while maintaining attention to detail.
- Professionalism, accountability and a strong service orientation.
- Willingness to continuously learn about investments and financial products.
- A genuine interest in building a long-term career with us.

ExperiencePrior experience in mutual funds, wealth management, banking, insurance, broking or other financial services will be preferred. Candidates with strong client-facing experience and a genuine interest in learning about investments may also be considered.

Education & Certifications

- Bachelor's degree in Finance, Commerce, Business or a related field preferred.
- NISM / AMFI-related certifications will be an advantage.
- Relevant experience and demonstrated client-handling ability will also be considered.

Location & CompensationLocation: Dombivli, Maharashtra Work mode: Full-time, On-site

Compensation: ₹3 LPA in-hand

Why Join Us?This is an opportunity to work with an established, third-generation financial services business and gain hands-on exposure to mutual funds, investments, client relationship management and wealth management.

- We are particularly interested in candidates who are looking for a stable, long-term opportunity and want to develop their career while growing with the organisation.

📌 Client Relationship Manager – Mutual Funds & Investments (Dombivli)
🏢 Mangalmurti Investments
📍 Dombivli