Relationship Manager

Aurevia Investment; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Aurevia Investment seeks a seasoned Relationship Manager in Bengaluru to grow a client base across mutual funds and equity broking. You will own client relationships end-to-end, provide goal-aligned advisory, and conduct regular portfolio reviews using AI-generated research.

The role includes NRI client support and developing the local franchise through referrals and events. Ideal candidates have 3–10 years of experience in distribution, with NISM V-A certification, strong English and regional

Qualifications

• 3–10 years of experience in mutual fund distribution, retail broking, bancassurance or retail banking sales.
• Fluency in English plus at least one regional language (Kannada, Hindi, Tamil, or Telugu).
• Clean regulatory and background record.

Responsibilities

• Client acquisition and portfolio growth across SIPs, lump-sum mutual funds, and equity broking.
• End-to-end relationship ownership from onboarding to regular reviews.
• Provide goal-aligned advisory with research-backed fund selection and equity investing; no intraday tips.
• Conduct disciplined portfolio reviews using Aurevia AI-generated research.
• Support NRI clients with PIS-compliant broking and FEMA onboarding processes.

Skills

Client acquisition

Portfolio growth

Relationship ownership

Advisory mindset

Portfolio reviews

NRI client support

Business development

Founding hire leadership

Education

NISM Series V-A Certification

Job description

Roles & Responsibilities

• Client Acquisition & Portfolio Growth: Build and expand a client base across SIPs, lump-sum mutual funds, and equity broking
• .
• End-to-End Relationship Ownership: Manage client relationships end to end, from onboarding to ongoing portfolio reviews.
• Goal-Aligned Advisory: Guide clients on tax-efficient, research-backed fund selection and equity investing, with a strict anti-speculation stance (no intraday tip-selling).
• Portfolio Reviews: Conduct disciplined, regular portfolio reviews using Aurevia's AI-generated research and reporting packs.
• NRI Client Support: Assist NRI clients with PIS-compliant broking and FEMA-compliant onboarding processes.
• Business Development: Build Aurevia's local franchise through referrals, community events, and word-of-mouth engagement.
• Founding Hire Leadership Path: As the first Relationship Manager in Bangalore, set operational standards and, within 1224 months, grow into a leadership role to build and lead a team.

Preferred Candidate Profile

A strong candidate for this role will have 3-10 years of experience in mutual fund distribution, retail broking, bancassurance, or retail banking sales, with a proven track record in client acquisition, SIP growth, asset building, and client retention.

They must hold NISM Series V-A certification (or be able to clear it within 60 days of joining), with Series VIII or XXI-A as an advantage. The ideal profile includes fluency in English plus at least one regional language (Kannada, Hindi, Tamil, or Telugu), and a clean regulatory and background record.

Beyond technical expertise, Aurevia seeks professionals with trustworthiness, integrity, and an entrepreneurial mindset—someone capable of setting operational standards as a founding hire and growing into a leadership role within 12-24 months. Comfort with AI-assisted research tools, adaptability to flexible work arrangements, and the ability to build relationships in a relationship-led, higher-ticket market are essential.