Relationship Manager

Mangalam Placement Pvt Ltd.; North Goa; On-site; INR 400,000 - 700,000; Full time

Job summary

Mangalam Placement Pvt Ltd. is seeking a client-focused investment professional in Goa to manage mutual fund portfolios and provide market insights. You will communicate with clients, execute investments, and ensure transactions align with financial goals.

The role requires strong relationship skills, knowledge of mutual funds, and adherence to AMFI guidelines. Prior wealth management or advisory experience is preferred, with a client-centric approach and integrity at the core.

Qualifications

• Masters or 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.

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 AMCs and service providers to resolve client-related issues.
• Maintain and strengthen relationships with Mutual Fund 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

Financial markets knowledge

Communication skills

Analytical mindset

Portfolio performance tracking

Grievance handling

Advisory-driven approach

Integrity and service orientation

Education

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

NISM/AMFI certification preferred

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

Key Competencies

• 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