Relationship Manager Mutual Funds & Investment Products

Role Overview

We are looking for a Relationship Manager to lead and mentor the Sales Executive team, manage key client relationships, and drive business growth across mutual funds and other investment products.

Roles & Responsibilities
Lead, guide and monitor the Sales Executive team, set targets and review performance.
Build and maintain relationships with retail, affluent and HNI clients.
Understand client objectives, risk profiles and investment horizons.
Maintain knowledge of mutual funds, ETFs, equities, insurance, loans and other financial products.
Analyse mutual fund schemes and investment-product performance, risk and relevant parameters.
Guide Sales Executives in presenting product data and research insights clearly to clients.
Conduct client reviews and identify prospects to grow AUM, SIPs and business.
Monitor leads, conversions, AUM, SIPs, revenue and client retention.
Coordinate with AMC/RTA/CAMS, Operations, Technology, Compliance and internal departments.
Ensure proper KYC, documentation,



CRM updates and adherence to applicable SEBI, AMFI and company policies.
Identify opportunities to improve processes and automate repetitive work.

Preferred Candidate Profile
Graduate/Postgraduate in Finance, Commerce, Economics, Business, Data/Business Analytics or a related field.
3–5 years of relevant experience in mutual funds, wealth management, financial services, banking or investment distribution.
Solid understanding of mutual funds, ETFs, equities, SIP, STP, SWP, Regular/Direct Plans, Index Funds and FoFs.
Knowledge of Alpha, Beta, Sharpe Ratio and Standard Deviation.
Robust leadership, communication, client relationship and team-management skills.
NISM Series V-A Mutual Fund Distributors Certification preferred/required as applicable.

Compensation

Fixed salary plus performance-based incentives, with applicable travel allowance or reimbursement as per company policy.

📌 Relationship Manager Mumbai
🏢 Dhariwal Securities Private
📍 Mumbai