Relationship Manager- Wealth Management
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Job Summary
The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support portfolio monitoring client communication and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.
Key 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
Qualifications & Experience
Masters/ Bachelors degree in Commerce Finance Economics or related field
Relevant experience in mutual fund distribution wealth management or financial advisory service
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
Required Skills:
Wealth ManagementMutual fundsPortfolio ManagementFinancial planning
