Relationship Manager

Mangalam Placement Pvt Ltd.; North Goa; On-site; INR 600,000 - 900,000; Full time

Job summary

Mangalam Placement Pvt Ltd. in Goa is seeking an experienced wealth advisor to join our client-focused team.

You will manage and monitor client investment portfolios across mutual funds and related financial products, providing regular updates on market developments and tailored investment opportunities. You will conduct periodic reviews to communicate portfolio performance, execute investment transactions, onboard fresh investments, and address grievances and service issues with integrity and

Qualifications

• Masters/ Bachelor’s 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.
• 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.

Responsibilities

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

Education

Masters/Bachelor’s degree in Commerce/Finance/Economics

Job description

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

Requirements

Qualifications & Experience

• Masters/ Bachelor’s 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
• 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