Location: Pune, Maharashtra Experience: 7–10 years
Employment Type: Full-time | On-site

About Vijay InvestEdge Established 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.

Develop and manage relationships with retail investors and emerging HNI clients, with a focus on long-term retention and portfolio growth.
Generate business through referrals, professional networking, existing relationships, and proactive outreach.
Engage with clients to understand their financial goals, investment horizon, risk appetite, and liquidity requirements.
Discuss portfolio performance, asset allocation, investment suitability, and opportunities for portfolio improvement.
Identify opportunities to deepen client engagement and grow assets under management through relevant mutual fund offerings.
Work closely with research and operations teams to deliver timely, accurate, and consistent client service.
Who We're Looking For We 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.
- Robust 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.
Commercial awareness and the ability to identify opportunities for sustainable business growth.
A self-driven, accountable, and ambitious approach to professional development.

Work within defined processes designed to improve client experience, execution, and consistency.
Partner with Research, Marketing and Operations to deliver a coordinated client experience.
Long-term career development: 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 opportunity 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 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.

📌 Relationship Manager (Temporary) (Pune)
🏢 Vijay InvestEdge
📍 Pune