Relationship Manager

Aurevia Investment; Visakhapatnam; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Aurevia Investment in Visakhapatnam is seeking an experienced Relationship Manager to drive client acquisition and portfolio growth across mutual funds, SIPs, and equity broking. You will own end-to-end client relationships from onboarding to ongoing reviews.

The role emphasizes NRI client support, compliance with PIS and FEMA, and building Aurevia's local franchise through referrals and events. The successful candidate will work with AI-assisted research tools and aim for a leadership path

Qualifications

• 3-10 years of experience in mutual fund distribution, retail broking, bancassurance, or retail banking sales.
• NISM Series V-A certification required; Series VIII or XXI-A is a plus.
• Fluency in English and at least one regional language (Kannada, Hindi, Tamil, Telugu).

Responsibilities

• Client Acquisition & Portfolio Growth: Build and expand a client base across SIPs, mutual funds, and equity broking.
• End-to-End Relationship Ownership: Manage client relationships from onboarding to portfolio reviews.
• Goal-Aligned Advisory: Guide clients on tax-efficient, research-backed fund selection and equity investing.
• Portfolio Reviews: Conduct regular reviews using AI-generated research and reporting packs.
• NRI Client Support: Assist NRI clients with PIS-compliant broking and FEMA onboarding.
• Business Development: Grow Aurevia's local franchise through referrals and events.
• Founding Hire Leadership Path: Set standards and grow into a leadership role within 12–24 months.

Skills

Mutual fund distribution

Retail broking

Bancassurance

Retail banking sales

English fluency

Education

NISM Series V-A certification

Series VIII or XXI-A

Tools

AI research tools

Job description

Roles & Responsibilities

• Client Acquisition & Portfolio Growth: Build and expand a client base across SIPs, lump-sum mutual funds, and equity broking


• .


• End-to-End Relationship Ownership: Manage client relationships end to end, from onboarding to ongoing portfolio reviews.


• Goal-Aligned Advisory: Guide clients on tax-efficient, research-backed fund selection and equity investing, with a strict anti-speculation stance (no intraday tip-selling).


• Portfolio Reviews: Conduct disciplined, regular portfolio reviews using Aurevia's AI-generated research and reporting packs.


• NRI Client Support: Assist NRI clients with PIS-compliant broking and FEMA-compliant onboarding processes.


• Business Development: Build Aurevia's local franchise through referrals, community events, and word-of-mouth engagement.


• Founding Hire Leadership Path: As the first Relationship Manager in Bangalore, set operational standards and, within 12-24 months, grow into a leadership role to build and lead a team.

Preferred Candidate Profile

A strong candidate for this role will have 3-10 years of experience in mutual fund distribution, retail broking, bancassurance, or retail banking sales, with a proven track record in client acquisition, SIP growth, asset building, and client retention.

They must hold NISM Series V-A certification (or be able to clear it within 60 days of joining), with Series VIII or XXI-A as an advantage. The ideal profile includes fluency in English plus at least one regional language (Kannada, Hindi, Tamil, or Telugu), and a clean regulatory and background record.

Beyond technical expertise, Aurevia seeks professionals with trustworthiness, integrity, and an entrepreneurial mindset someone capable of setting operational standards as a founding hire and growing into a leadership role within 12-24 months. Comfort with AI-assisted research tools, adaptability to flexible work arrangements, and the ability to build relationships in a relationship-led, higher-ticket market are essential.