Relationship Manager (Sales) (Asset Management) - 5 Days Working

ANGEL JOBS; Pune District; On-site; INR 400,000 - 600,000; Full time

Job summary

ANGEL JOBS is seeking a candidate with 2–5 years in relationship management or sales support to manage client and distributor relationships, conduct portfolio reviews, and handle MIS reporting. The role requires strong communication, CRM, portfolio tracking and client servicing skills, with AMC exposure preferred.

You will coordinate with teams, onboard clients, update CRM, and resolve queries to drive engagement and support sales growth in Mumbai.

Qualifications

• Graduate with 2–5 years in relationship management or sales support.
• Strong communication, MIS, CRM, portfolio tracking and client servicing skills.
• AMC exposure is preferred.

Responsibilities

• Manage client and distributor relationships, portfolio reviews, MIS reporting, onboarding, CRM updates and query resolution.
• Coordinate with teams and support sales growth in Mumbai.
• Drive engagement and respond to queries to maintain high service levels.

Skills

Relationship management

Communication

MIS reporting

CRM

Portfolio tracking

Client servicing

AMC exposure

Education

Graduate

Tools

CRM software

Job description

Manage client and distributor relationships, portfolio reviews, MIS reporting, onboarding, CRM updates and query resolution while driving engagement, coordinating with teams and supporting sales growth in Mumbai.

Required Candidate profile

Graduate with 2–5 years in relationship management or sales support. Strong communication, MIS, CRM, portfolio tracking and client servicing skills. AMC exposure is preferred.