Role: Relationship Manager

Experience: 6 months to 2 years

Location: Goregaon, Mumbai

Reports to: Akash Shah

Qualification: Graduate in any discipline; commerce or finance preferred

Regulatory: NISM Series V-A

Employment: Full time, on-site with client visits

About Shah InvestmentsShah Investments is an AMFI-registered Mutual Fund Distributor based in Goregaon, Mumbai, with thirty years of experience helping families invest. Led by Akash Shah, the firm has walked alongside its clients through every market cycle, building relationships that now span generations.

We believe in patient, disciplined, long-term investing, and in looking after every client family through every season.

Role summaryAs a Relationship Manager, you will own and grow a book of client families. You will be their first call and their steady voice, especially when markets are loud.

Your job is twofold: bring new families into Shah Investments, and make sure the families already with us stay invested, stay informed and feel looked after.

Key responsibilitiesGrowing the client base• Run first meetings and follow up with a personal message within 24 hours

- Convert interested prospects into onboarded clients

Managing relationships• Manage a portfolio of client families with regular check-ins and quarterly reviews
- Handle service requests quickly and accurately
- Help clients stay invested through volatility and keep their SIPs running
- Deepen relationships within families and across generations A dynamic, people-first role• You will meet clients, sit in on sessions with fund managers and AMC teams
- Build strong product knowledge across mutual funds and other investment products, so you can explain them simply and with confidence




- Grow at a pace that feels right, with clear, achievable goals set together with your manager and the full support of the team behind you

Onboarding and compliance• Own onboarding from first call to closure to operations handoff: KYC, documents and transaction accuracy
- Carry out risk profiling for every client and recommend only suitable products

Brand and team• Represent Shah Investments in the community and online
- Take part in the team's learning sessions, held three times a month

RequirementsMust have• 6 months to 2 years in mutual fund distribution, wealth management or banking sales
- NISM Series V-A and/or any other relevant NISM certifications
- Some experience in acquiring or servicing clients is an advantage
- Warm, confident communication in English; Hindi or Gujarati is a solid advantage
- Comfort with Excel, CRM tools and WhatsApp-based client communication

Good to have• An existing network of clients or referral partners across the country
- Experience at a mutual fund distributor, AMC, Insurance or bank wealth desk
- Additional NISM certifications

Personal qualitiesYou are warm, trustworthy and persistent. You listen more than you talk, you follow up without being asked, and you measure success by how long clients stay, not only by how quickly they sign.

What we offer• Fixed CTC of [₹ range per annum] plus performance incentives [structure to be confirmed]

- A clear growth path to Senior Relationship Manager
- The backing of a 30-year practice with long-standing client relationships
- Regular learning sessions on concepts, market news and operations

How to applySend your CV to [email address] with the subject line "RM – [Your Name]".

📌 Relationship Manager (Mumbai)
🏢 Shah Investments
📍 Mumbai