Relationship Manager

V. M. SALGAOCAR AND BROTHER PVT. LTD.; South Goa District; On-site; INR 420,000 - 660,000; Full time

Job summary

V. M. SALGAOCAR AND BROTHER PVT. LTD. in Goa seeks a client-focused professional to manage investment portfolios across mutual funds and related financial products. You will provide market updates, conduct reviews, and execute investments in line with client goals.

The role requires strong relationship skills, knowledge of financial markets, and adherence to AMFI regulations. A commerce/finance degree and relevant wealth-management experience are preferred.

Qualifications

• Masters or Bachelor 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 understanding

Communication skills

Analytical mindset

Grievance handling

Education

Masters/Bachelor in Commerce/Finance/Economics

Tools

AMFI regulations awareness

Job description

Job Description:

• Manage and monitor client investment portfolios across mutual funds and related financial products
• Provideregular updates to clients on market developments, including marketoutlook, 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
• Addressclient grievances and service-related issues, including statementdiscrepancies, 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

Requirements: