Relationship Manager

Job Designation: Operations & Client Relationship Executive

Company: Narwana Enterprises OPC Pvt Ltd. (FinChikitsak)

Job Location: New Friends Colony, New Delhi

Total Experience Required: 1 – 3 Years

Educational Qualification: B.Com / M.Com/ MBA/ Semi-qualified CA is preferable 

Work Schedule: 10 AM to 7 PM IST.

Relationship Management

● Assist in onboarding new clients and guide them through KYC, account setup, and investment processes.

● Communicate with clients regarding basic mutual fund products and address queries with clarity.

● Follow up with leads, clients, and internal teams to ensure timely closures.

● Maintain accurate records of client interactions and portfolio details. Operations (Core & Future-Focused)

● Maintain and update MIS reports and client databases.

● Accurately handle form submissions, documentation, and compliance records.

● Process and generate GST invoices, tax-related documents, and reconciliations.

● Coordinate with financial institutions, AMCs, and custodians for back-end transaction execution.

● Ensure compliance with regulatory standards (SEBI, AMFI, etc.) in client servicing. 

Operations

● Maintain and update MIS reports and client databases.

● Accurately handle form submissions, documentation, and compliance records.

● Process and generate GST invoices, tax-related documents, and reconciliations.

● Coordinate with financial institutions, AMCs, and custodians for back-end transaction execution.

● Ensure compliance with regulatory standards (SEBI, AMFI, etc.) in client servicing. 

Skills Required

● Understanding of Mutual Funds: Basic conceptual clarity on mutual fund products.

● Certification: NISM-Series V-B (Mandatory or willingness to obtain within 3 months).

● Basic Accounting & Documentation Knowledge: Ability to handle invoices, taxation, and operational paperwork.

● Attention to Detail: Accuracy in MIS entries, compliance records, and reporting.

● Communication Skills: Ability to explain processes to clients and coordinate internally.

● Organizational Skills: Ability to multitask between operations and client servicing.

● Growth Mindset: Willingness to learn, improve, and eventually specialize in operations.

● Professional Attitude: Reliable, disciplined, and committed to the company’s code of conduct.