Relationship Manager - Goa

V.M. Salgaocar & Bro.; Panaji; On-site; INR 500,000 - 700,000; Full time

Job summary

V.M. Salgaocar & Bro. in Goa seeks an experienced client-facing investment advisor to manage mutual fund portfolios and deliver market insights to clients. The role focuses on building strong relationships and guiding investments to meet financial goals.

The position involves regular portfolio reviews, executing transactions, onboarding new investments, and addressing service issues with accuracy and integrity, while coordinating with AMCs and ISCs to stay current with market developments.

Qualifications

• Masters/Bachelors in Commerce, Finance or Economics.
• Experience in mutual fund distribution or wealth management.
• Knowledge of mutual fund products and portfolio management.
• Familiarity with AMFI regulations and client servicing processes.
• NISM MF Distribution/Research certification preferred.

Responsibilities

• Monitor client investment portfolios across mutual funds.
• Provide regular market updates, outlooks and new fund offers.
• Conduct periodic reviews to align portfolios with goals.
• Execute transactions based on client cash flows and plans.
• Support onboarding of new investments per suitability and risk profile.
• Address grievances and service issues with timely resolution.
• Coordinate with AMCs and service providers to resolve queries.
• Maintain relationships with ISCs and industry stakeholders.
• Ensure accurate communication and documentation of portfolios.

Skills

Client relationship management

Financial markets knowledge

Communication skills

Portfolio tracking

Problem-solving

Advisory approach

Integrity and service orientation

Education

Masters/Bachelors in Commerce/Finance/Economics

Job description

Role & responsibilities

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

Preferred candidate profile

• 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

Qualifications & Experience

• Masters/ Bachelors 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