Relationship Manager-Kolhapur-5yr

Mangalam Placement; Kolhapur District; On-site; INR 600,000 - 900,000; Full time

Job summary

Mangalam Placement in Maharashtra seeks a client-focused investment professional to manage and monitor portfolios across mutual funds and related financial products. The role involves coordinating with AMCs and ISCs to resolve issues and ensure accurate documentation.

You will provide regular market updates, conduct periodic reviews, and initiate transactions based on client cash flows and plans. Strong communication and integrity are essential.

Qualifications

• Masters or bachelor's in commerce, finance, economics, or related field.
• Experience in mutual fund distribution, wealth management, or financial advisory services.
• Knowledge of mutual funds, 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 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, ensuring timely resolution.
• Coordinate with AMCs and service providers to resolve client-related issues.
• Maintain and strengthen relationships with ISCs and other 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

Portfolio performance tracking

Grievance handling

Advisory client service

Integrity and service orientation

Education

Masters/ Bachelors in Commerce, Finance, Economics, or related field

Job description

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/ 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

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