Job highlights

- Qualifications Experience Masters/ Bachelors degree in Commerce,Finance,Economics,or related field.
- Relevant experience in mutual fund distribution,wealth management,or financial advisory services.
- Manage and monitor client investment portfolios across mutual funds and related financial products
- Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities
- Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals
- Initiate and execute investment transactions based on client cash flows and agreed financial plans
- Support onboarding and execution of fresh investments in line with client suitability and risk profile
- Address client grievances and service-related issues, including statement discrepancies, dividend delays, and correction requests, ensuring timely resolution
- Coordinate with Asset Management Companies (AMCs) and service providers to resolve client-related issues
- Maintain and strengthen relationships with Mutual Fund Investor Service Centers (ISCs) and other industry stakeholders to stay updated on market and product developments




- Ensure accurate communication and documentation related to client portfolios and transactions

Qualifications Experience Masters/ Bachelor's degree in Commerce, Finance, Economics, or related field Relevant experience in mutual fund distribution, wealth management, or financial advisory services

Knowledge of mutual fund products, financial planning, and portfolio management

Familiarity with AMFI regulations and client servicing processes preferred

Certifications such as NISM (Mutual Fund Distribution/Research) preferred

Key Competencies Robust client relationship management skills

Good understanding of financial markets and investment products

Strong communication and interpersonal abilities

Analytical mindset with attention to portfolio performance tracking

Problem-solving and grievance-handling capability

Ability to work in a client-facing, advisory-driven environment

High level of integrity and service orientation

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager (Pune)
🏢 V.M. Salgaocar u0026 Bro.
📍 Pune