Relationship Manager

Ashvvy Investment Pvt. Ltd.; Kanpur; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Ashvvy Investment Pvt. Ltd. in Kanpur seeks a Relationship Manager to build and maintain strong client relationships with retail, HNI, and UHNI segments.

You will understand financial goals and recommend suitable investment solutions, handling onboarding, portfolio reviews, and product transactions with partners. The role emphasizes clear, compliant communication, goal-based planning, prompt client responses, and collaboration with internal teams to support business growth and long-term

Qualifikationen

• Strong client relationship management and communication skills.

Aufgaben

• Onboard and manage retail, HNI, and UHNI clients.
• Conduct regular portfolio reviews and coordinate mutual fund transactions.
• Provide timely follow-ups and reporting to clients.
• Explain investment products and strategies in a clear, compliant manner.
• Collaborate with internal teams to improve client experience and grow the business.

Kenntnisse

Relationship management

Interpersonal communication

Financial literacy

Portfolio analysis

Digital tools

Regulatory compliance

Ausbildung

Bachelor's degree in finance/commerce/business/economics

Tools

CRM software

Portfolio tracking tools

Jobbeschreibung

Company Description Ashvvy Investment Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor that has been serving retail, HNI, and UHNI clients since 2000. The firm focuses on goal-based mutual fund investing, disciplined long-term wealth creation, portfolio tracking, and personalized investment solutions. Ashvvy has guided over 3,000 families and manages assets of around 350 crores, built over 25 years. Its broader financial services ecosystem spans Mutual Funds, PMS, Fixed Income, Equity, Insurance, and investment execution through regulated partners. The team combines market insights, technology, and tailored client service to help investors stay informed and aligned with their financial goals.

Role Description This is a full-time, on-site Relationship Manager role based in Kanpur. The Relationship Manager will build and maintain strong relationships with retail, HNI, and UHNI clients, understanding their financial goals and recommending suitable investment solutions. Daily responsibilities include client onboarding, portfolio reviews, coordinating mutual fund and related product transactions through partners, and ensuring timely follow-ups and reporting. The role involves explaining investment products and strategies in a clear, compliant manner, supporting goal-based planning, and responding to client queries with prompt and accurate information. The Relationship Manager will also collaborate with internal teams to improve client experience, support business growth, and help strengthen Ashvvy’s long-term relationships.

Qualifications

• Strong client relationship management, interpersonal communication, and listening skills.
• Sound understanding of mutual funds, basic investment concepts, and personal finance; exposure to PMS, equity, fixed income, or insurance is an advantage.
• Ability to analyze client portfolios, interpret market information, and present recommendations clearly.
• Comfort with using digital tools for portfolio tracking, reporting, and client communication.
• High level of integrity, professionalism, and adherence to regulatory and compliance requirements.
• Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications (e.g., NISM, AMFI-related) are preferred.
• Prior experience in wealth management, mutual fund distribution, or financial advisory is beneficial.
• Ability to work independently on-site in Noida, manage multiple client relationships, and meet agreed service and growth targets.