Location:
Pune, Maharashtra

Experience:
7–10 years Employment Type: Full-time | On-site About Vijay InvestEdgeEstablished in 1994, Vijay InvestEdge is an AMFI-registered Mutual Fund Distributor based in Pune, built on the principles of trust, integrity, transparency, and long-term client relationships. We believe wealth creation is not about chasing short-term returns or meeting transactional targets. It is about understanding clients’ financial goals, maintaining disciplined investment practices, and building lasting relationships that compound in value over time. The Role: What You Will OwnThis is a growth-oriented role, not simply a client servicing position. You will be responsible for developing client relationships, acquiring new clients, and growing your portfolio through consistent engagement and a strong understanding of client needs.

Key Responsibilities
• Build and grow a client portfolio: Develop and manage relationships with retail investors and emerging HNI clients, with a focus on long-term retention and portfolio growth.
• Drive new client acquisition: Generate business through referrals, professional networking, existing relationships, and proactive outreach.
• Understand client objectives: Engage with clients to understand their financial goals, investment horizon, risk appetite, and liquidity requirements.
• Conduct structured portfolio reviews: Discuss portfolio performance, asset allocation, investment suitability, and opportunities for portfolio improvement.
• Expand existing relationships: Identify opportunities to deepen client engagement and grow assets under management through relevant mutual fund offerings.
• Take ownership of portfolio movements: Monitor inflows, redemptions,



and changes in client portfolios, proactively addressing concerns and strengthening investor confidence.
• Ensure disciplined execution: Work closely with research and operations teams to deliver timely, accurate, and consistent client service.
• Maintain a structured approach: Follow defined processes for client engagement, reviews, follow-ups, reporting, and business development. Who We’re Looking ForWe are looking for an experienced professional who combines relationship-building skills with commercial awareness, investment knowledge, and an ownership mindset. Essential Experience
• 7–10 years of experience in wealth management, mutual fund distribution, or a related financial services business.
• At least 7 years of relevant experience in business relationship management and mutual funds.
• Demonstrated ability to acquire clients, manage relationships, and grow a client portfolio. Skills and Mindset
• Strong communication, networking, and relationship-management skills.
• A sound understanding of mutual funds, investment risk, asset allocation, and long-term investing.
• The ability to translate client requirements into suitable investment solutions within the applicable regulatory and distribution framework.
• A disciplined approach to follow-ups, portfolio reviews,



and business development.
• Commercial awareness and the ability to identify opportunities for sustainable business growth.
• A self-driven, accountable, and ambitious approach to professional development. What to Expect at Vijay InvestEdge A role with ownership, accountability, and room to grow.
• Structured working environment: Work within defined processes designed to improve client experience, execution, and consistency.
• Collaborative execution: Partner with Research, Marketing and Operations to deliver a coordinated client experience.
• Long-term career development: Build expertise, strengthen client relationships, and grow alongside an expanding wealth distribution business.
• A relationship-first culture: Focus on trust, investor understanding, and sustainable business rather than purely transactional interactions. We are building a platform where the right people can grow their professional capabilities, create lasting client relationships, and contribute meaningfully to the business. Who Should Apply?This chance is best suited to professionals who already understand the mutual fund distribution business and are ready to take greater ownership of client acquisition, portfolio growth, and relationship management. If your primary focus is only on servicing an existing client base, this may not be the right fit. If you want to build a strong client book, take ownership of business growth, and build a serious long-term career in wealth management, we would like to hear from you.

How to Apply
Interested candidates can share their profile directly via DM or email their CV to: [email protected]

📌 Relationship Manager (Pune)
🏢 Vijay InvestEdge
📍 Pune