Relationship Manager

Prabin Agarwal Empowering Investors; Siliguri; On-site; INR 500,000 - 800,000; Full time

Job summary

Prabin Agarwal — Empowering Investors in Siliguri is seeking an experienced Relationship Manager to grow and manage a portfolio of mutual fund clients. This office-based role focuses on building long-term investor relationships, clear communication and timely service.

You will coordinate with operations, explain products, support SIPs and KYC, and identify opportunities for increased investments. Strong Hindi and English, plus basic Excel/CRM skills, are required.

Qualifications

• Graduate in any discipline.
• 2–5 years of experience in banking, financial services, mutual funds, insurance, NBFCs or relationship management.
• Currently working as RM/Personal Banker/Relationship Officer or similar client-facing roles.
• Strong communication and relationship-building skills.
• Good command of Hindi and English; Bengali is an advantage.
• Comfortable interacting with investors across age groups.
• Strong follow-up and ownership mindset.
• Ability to meet relationship and business targets.
• Basic Excel, email, CRM and digital platform familiarity.
• Interest in learning about mutual funds and investor servicing.
• Ability to coordinate with multiple internal departments.

Responsibilities

• Manage and develop relationships with assigned existing investors.
• Act as the primary point of contact for investor communication and relationship coordination.
• Regularly connect with investors through calls, meetings, WhatsApp and office interactions.
• Explain mutual fund products, processes, documentation and digital platforms in simple language.
• Follow up regarding SIPs, transactions, documentation, KYC and other investor requirements.
• Maintain regular engagement with existing investors and strengthen long-term relationships.
• Identify opportunities for SIP increases, additional investments and relationship expansion through meaningful investor conversations.
• Generate and follow up on referrals from existing investor relationships.
• Welcome and engage newly onboarded investors.
• Coordinate closely with operations, back-office and senior relationship teams.
• Maintain accurate records of investor conversations, meetings, follow-ups and pending actions.
• Track assigned relationship and business KPIs.
• Ensure timely closure of investor requirements and concerns.
• Maintain complete confidentiality of investor information.
• Follow the organisation's internal processes and applicable regulatory guidelines.

Skills

Relationship management

Communication

Follow-up

Client servicing

Sales aptitude

Education

Graduate in any discipline

Tools

CRM systems

Excel

Email

Digital platforms

Job description

Relationship Manager – Mutual Fund Distribution

About the Company

Prabin Agarwal — Empowering Investors is an AMFI-registered Mutual Fund Distributor based in Siliguri.

We have been serving investors for over two decades with a strong focus on long-term relationships, investor education, timely service and disciplined investing.

We are currently looking for an experienced and relationship-focused Relationship Manager for an office-based role in Siliguri.

Candidates with experience in banking, financial services, mutual funds, insurance, NBFCs or relationship-based client servicing/sales will be preferred.

Key Responsibilities

Manage and develop relationships with assigned existing investors.

Act as the primary point of contact for investor communication and relationship coordination.

Regularly connect with investors through calls, meetings, WhatsApp and office interactions.

Understand investor requirements and coordinate with internal teams for appropriate service support.

Explain mutual fund products, processes, documentation and digital platforms in simple language.

Follow up regarding SIPs, transactions, documentation, KYC and other investor requirements.

Maintain regular engagement with existing investors and strengthen long-term relationships.

Identify opportunities for SIP increases, additional investments and relationship expansion through meaningful investor conversations.

Generate and follow up on referrals from existing investor relationships.

Welcome and engage newly onboarded investors.

Coordinate closely with operations, back-office and senior relationship teams.

Maintain accurate records of investor conversations, meetings, follow-ups and pending actions.

Track assigned relationship and business KPIs.

Ensure timely closure of investor requirements and concerns.

Maintain complete confidentiality of investor information.

Follow the organisation's internal processes and applicable regulatory guidelines.

Candidate Requirements

Graduate in any discipline.

2–5 years of experience preferred in banking, financial services, mutual funds, insurance, NBFCs, relationship management, client servicing or client-facing sales.

Candidates currently working as Relationship Managers, Personal Bankers, Relationship Officers or similar client-facing roles are encouraged to apply.

Strong communication and relationship-building skills.

Good command of Hindi and English.

Knowledge of Bengali will be an advantage.

Comfortable interacting with investors across different age groups.

Strong follow-up and ownership mindset.

Comfortable working with relationship and business targets.

Basic working knowledge of Excel, email, CRM systems and digital platforms.

Interest in learning about mutual funds and investor servicing.

• Ability to coordinate effectively with multiple internal departments.