Relationship Manager - Mutual funds, PMS & Equity

79th East Pvt Limited; Ameerpet; Sur place; INR 355 000 - 426 000; Plein temps

Résumé du poste

79th East Private Limited, based in Hyderabad, is seeking a Relationship Manager to be the primary contact for clients with deep knowledge of Mutual Funds, PMS and listed equity. The role includes client relationship management, portfolio reviews, rebalancing and investor education, with on-site work at Ameerpet for local travel.

Candidates should have 2–4 years in client-facing investment roles, NISM Series V-A, and strong English/presentation skills. Hyderabad local candidates are preferred.

Qualifications

• NISM Series V-A — Mandatory and valid EUIN.
• 2–4 years in a client-facing investment role across MF, PMS, AIF, private/priority banking or broking.
• Working knowledge of Mutual Funds, PMS and Listed Equity, including structure, costs, taxation and risk.
• Excellent spoken/written English and strong presentation skills.
• Hyderabad-based; on-site at Ameerpet with local travel.

Responsabilités

• Build and manage relationships across HNI, affluent, professional and NRI segments.
• Manage a client book through regular reviews, prompt service and proactive communication.
• Conduct risk profiling and suitability documentation, clearly explaining risks, costs, lock-ins, taxation and exit terms.
• Explain Mutual Funds, PMS and Equity Investments, including structure, fees, taxation and transparency.
• Plan and conduct investor-education webinars and seminars, coordinating with AMCs.
• Coordinate with Operations for KYC, FATCA/CRS, nominations, demat and transactions while keeping CRM records updated.
• Follow AMFI, SEBI and APMI conduct requirements, including correct EUIN usage and avoiding mis selling.

Connaissances

Client relationship management

Presentation skills

English proficiency

AI productivity tools

Formation

NISM Series V-A Certification

Commerce/Finance/Economics degree

Outils

Claude AI

Description du poste

79th East Private Limited is a Hyderabad-based investment services firm, an AMFI-registered Mutual Fund Distributor (ARN-364145) and distributor of Portfolio Management Services (PMS Registration No. APRN10260).

The Role

We are looking for a Relationship Manager to be the primary point of contact for clients, with strong knowledge of Mutual Funds, PMS and Listed Equity. The role covers client relationship management, portfolio reviews, rebalancing, referrals, distribution/franchise development and investor-education initiatives. Hyderabad local candidates are preferred

Key Responsibilities

• Build and manage relationships across HNI, affluent, professional, businessowner and NRI segments, including referrals from existing clients.
• Manage an assigned client book through regular reviews, prompt service and proactive communication.
• Conduct risk profiling and suitability documentation, clearly explaining risks, costs, lock-ins, taxation and exit terms.
• Conduct portfolio reviews and support appropriate rebalancing of Mutual Funds and Stocks based on client objectives, risk profile and approved recommendations.
• Explain Mutual Funds, PMS and Equity Investments, including structure, the ₹50 lakh PMS minimum, fees, taxation, risks and transparency.
• Acquire and develop referral relationships and support franchise/distribution opportunities in line with company policies and approved processes.
• Plan and conduct investor-education webinars and seminars, coordinating with AMCs and using approved firm/AMC material.
• Coordinate with Operations for KYC, FATCA/CRS, nominations, demat and transactions while keeping CRM records updated.
• Follow AMFI, SEBI and APMI conduct requirements, including correct EUIN usage and avoiding assured-return claims or mis selling.

What You Must Bring

• NISM Series V-A — Mandatory and valid for EUIN.
• 2–4 years in a client-facing investment role across MF, PMS, AIF, private/priority banking or broking.
• Working knowledge of Mutual Funds, PMS and Listed Equity, including structure, costs, taxation and risk.
• Experience in client acquisition, referrals, distribution handling and portfolio reviews/rebalancing.
• Experience conducting or coordinating webinars/seminars, preferably with AMCs.
• Excellent spoken/written English and strong presentation skills.
• Proficiency in Claude AI and other AI productivity tools for client communication, research support, presentations, documentation and workflow improvement.
• Graduate; Commerce/Finance/Economics preferred. Hyderabad-based; on-site at Ameerpet with local travel.

Added Advantage

NISM VIII, XXI-A, X-A/X-B, CFP, CFA or MBA Finance; investor webinar/seminar experience; existing Hyderabad investor/referral network; Telugu/Hindi.

Package

Up to ₹35,000/month, plus incentives based on performance | Ameerpet | Full-time, On-site | Reports to Senior Relationship Manager

79th East is an equal-opportunity employer.