Prabin Agarwal — Empowering Investors is an AMFI-registered Mutual Fund Distributor based in Siliguri.
We have been serving investors for over two decades with a solid focus on long-term relationships, investor education, timely service and disciplined investing.
We are currently looking for an experienced and relationship-focused Relationship Manager for an office-based role in Siliguri.
Candidates with experience in banking, financial services, mutual funds, insurance, NBFCs or relationship-based client servicing/sales will be preferred.
Key Responsibilities
Manage and develop relationships with assigned existing investors.
Act as the primary point of contact for investor communication and relationship coordination.
Regularly connect with investors through calls, meetings, WhatsApp and office interactions.
Understand investor requirements and coordinate with internal teams for appropriate service support.
Explain mutual fund products, processes, documentation and digital platforms in simple language.
Follow up regarding SIPs, transactions, documentation, KYC and other investor requirements.
Maintain regular engagement with existing investors and strengthen long-term relationships.
Identify opportunities for SIP increases, additional investments and relationship expansion through meaningful investor conversations.
Generate and follow up on referrals from existing investor relationships.
Welcome and engage newly onboarded investors.
Coordinate closely with operations, back-office and senior relationship teams.
Maintain accurate records of investor conversations, meetings, follow-ups and pending actions.
Track assigned relationship and business KPIs.
Ensure timely closure of investor requirements and concerns.
Maintain complete confidentiality of investor information.
Follow the organisation's internal processes and applicable regulatory guidelines.
Candidate Requirements