Relationship Manager – Mutual Fund Distribution

About the Company

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 strong 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

Graduate in any discipline.

2–5 years of experience preferred in banking, financial services, mutual funds, insurance, NBFCs, relationship management, client servicing or client-facing sales.

Candidates currently working as Relationship Managers, Personal Bankers, Relationship Officers or similar client-facing roles are encouraged to apply.

Solid communication and relationship-building skills.

Good command of Hindi and English.

Knowledge of Bengali will be an advantage.

Comfortable interacting with investors across different age groups.

Strong follow-up and ownership mindset.

Comfortable working with relationship and business targets.

Basic working knowledge of Excel, email, CRM systems and digital platforms.

Interest in learning about mutual funds and investor servicing.

- Ability to coordinate effectively with multiple internal departments.

📌 Relationship Manager (Siliguri)
🏢 PRABIN AGARWAL EMPOWERING INVESTORS
📍 Siliguri