About 79th East

79th East Private Limited is a Hyderabad-based investment services firm, an AMFI-registered Mutual Fund Distributor (ARN-364145) and distributor of Portfolio Management Services (PMS Registration No. APRN10260).

The Role

We are looking for a Relationship Manager to be the primary point of contact for clients, with solid knowledge of Mutual Funds, PMS and Listed Equity. The role covers client relationship management, portfolio reviews, rebalancing, referrals, distribution/franchise development and investor-education initiatives.

Key Responsibilities
- Build and manage relationships across HNI, affluent, professional, business-owner and NRI segments, including referrals from existing clients.
- Manage an assigned client book through regular reviews, prompt service and proactive communication.
- Conduct risk profiling and suitability documentation, clearly explaining risks, costs, lock-ins, taxation and exit terms.
- Conduct portfolio reviews and support appropriate rebalancing of Mutual Funds and Stocks based on client objectives,



risk profile and approved recommendations.
- Explain Mutual Funds, PMS and Equity Investments, including structure, the ₹50 lakh PMS minimum, fees, taxation, risks and transparency.
- Acquire and develop referral relationships and support franchise/distribution opportunities in line with company policies and approved processes.
- Plan and conduct investor-education webinars and seminars, coordinating with AMCs and using approved firm/AMC material.
- Coordinate with Operations for KYC, FATCA/CRS, nominations, demat and transactions while keeping CRM records updated.
- Follow AMFI, SEBI and APMI conduct requirements, including correct EUIN usage and avoiding assured-return claims or misselling.

What You Must Bring
- NISM Series V-A — Mandatory and valid for EUIN;
NISM Series VIII — required for equity-related responsibilities.
- 2–4 years in a client-facing investment role across MF, PMS, AIF, private/priority banking or

📌 Wealth Management Relationship Specialist (Hyderabad)
🏢 79th East Pvt
📍 Hyderabad