Relationship Manager

V.M. Salgaocar & Bro.; Kolhapur District; Hybrid; INR 400,000 - 600,000; Full time

Job summary

V.M. Salgaocar & Bro. is seeking a client-focused investment advisory professional in Kolhapur to manage portfolios across mutual funds and related products. You will provide market updates, conduct periodic reviews, and execute transactions aligned with clients’ financial plans.

The role emphasizes strong communication, relationship management, and adherence to AMFI regulations, with opportunities to coordinate with AMCs and other stakeholders to ensure seamless client servicing.

Qualifications

• Masters or bachelor's degree in commerce, finance, economics, or related field.
• 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.

Responsibilities

• Manage and monitor client investment portfolios across mutual fund 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 AMCs and service providers to resolve client-related issues.
• Maintain and strengthen relationships with Mutual Fund Investor Service Centres (ISCs) and other industry stakeholders to stay updated on market and product developments.
• Ensure accurate communication and documentation related to client portfolios and transactions

Skills

Client relationship management

Communication skills

Analytical mindset

Grievance handling

Advisory environment

Integrity and service orientation

Understanding of financial markets

Education

Bachelor's/Master's in Commerce/Finance/Economics

Tools

AMFI regulations

Job description

Role & responsibilities

• Manage and monitor client investment portfolios across mutual fund 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 Centres (ISCs) and other industry stakeholders to stay updated on market and product developments
• Ensure accurate communication and documentation related to client portfolios and transactions

Preferred candidate profile

• Strong 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

Qualifications & Experience

• Masters/ Bachelors 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