Customer Relationship Manager - Mutual Fund

Happy2investt; Kolkata District; On-site; INR 350,000 - 550,000; Full time

Job summary

Happy2Investt is seeking a customer-focused Relationship Manager in Kolkata to handle mutual fund client servicing, investor queries, and portfolio coordination. You will maintain strong client relationships, resolve requests promptly, and support onboarding and documentation processes.

The role emphasizes proactive communication via calls, emails, and WhatsApp, and close coordination with the investment team.

Qualifications

• Experience in mutual fund operations and customer relationship management preferred.
• Strong communication and interpersonal skills are essential.
• Familiarity with KYC, onboarding and documentation processes a plus.

Responsibilities

• Handle client queries related to mutual funds, SIPs, investments and redemptions.
• Assist clients with mutual fund account opening, KYC and onboarding processes.
• Follow up with clients for pending documents and investment-related requirements.
• Share portfolio statements and investment reports with clients.
• Maintain regular communication with clients through calls, emails and WhatsApp.
• Handle client complaints and ensure timely resolution.
• Maintain client records and update CRM regularly.
• Coordinate with the investment team for portfolio reviews and client requirements.
• Build and maintain long-term relationships with clients.

Skills

Relationship management

Client communication

CRM software

Mutual funds

Tools

CRM software

Job description

We are looking for a customer-focused and responsible Relationship Manager to handle mutual fund client servicing, investor queries, portfolio coordination and relationship management. The candidate will be responsible for maintaining good client relationships and ensuring smooth and timely resolution of client requests.

Role & responsibilities

• Handle client queries related to mutual funds, SIPs, investments and redemptions.
• Assist clients with mutual fund account opening, KYC and onboarding processes.
• Follow up with clients for pending documents and investment-related requirements.
• Share portfolio statements, capital gain statements and investment reports with clients.
• Maintain regular communication with clients through calls, emails and WhatsApp.
• Handle client complaints and ensure timely resolution.
• Maintain client records and update CRM regularly.
• Coordinate with the investment team for portfolio reviews and client requirements.
• Build and maintain long-term relationships with clients.

Preferred candidate profile

• Candidates with 1-3 years of experience in mutual fund operations and customer relationship management will be preferred.

• Freshers with good communication skills and basic knowledge of mutual funds may also apply.