Relationship Manager

Fortune Investment Services Pvt Ltd; Chennai District; On-site; INR 500,000 - 700,000; Full time

Job summary

Fortune Investment Services Pvt Ltd in Chennai is seeking experienced Relationship Managers to deepen client relationships and tailor financial solutions. You will review portfolios, discuss goals, and manage mutual funds, insurance, SIF, PMS, AIF, and other products. Strong communication and CRM skills are essential.

Join a team that emphasizes long-term trust, proactive communication, and growing wallet share through referrals while serving clients across mutual funds and financial services.

Qualifications

• 2–5 years of experience in Mutual Funds, Banking, Wealth Management, or Financial Advisory.
• Strong communication and client-handling skills.
• Good understanding of investment products.
• Comfortable with CRM, spreadsheets, and technology.
• English + a native language.

Responsibilities

• Manage and deepen client relationships
• Understand financial goals and review portfolios
• Handle Mutual Funds, Insurance, SIF, PMS, AIF, and other financial solutions
• Conduct regular client reviews and ensure proactive communication
• Generate referrals and deepen wallet share

Tools

CRM

Spreadsheets

Tech familiarity

Job description

We don’t need salespeople. We need Relationship Builders.

At Fortune Investment Services, we believe Mutual Fund Distribution is not about pushing products. It is about understanding people, earning trust, and managing relationships for decades.

We are looking for experienced Relationship Managers who can think beyond transactions.

Your Role

• Manage and deepen client relationships
• Understand financial goals and review portfolios
• Handle Mutual Funds, Insurance, SIF, PMS, AIF, and other financial solutions
• Conduct regular client reviews and ensure proactive communication
• Generate referrals and deepen wallet share

What We’re Looking For

• 2–5 years of experience in Mutual Funds, Banking, Wealth Management, or Financial Advisory
• Strong communication and client-handling skills
• Good understanding of investment products
• Comfortable with CRM, spreadsheets, and technology
• English + a native language

We can teach products. We can teach processes. But the hunger to build relationships has to come from YOU.