Relationship Manager

We are hiring for an amazing wealth management company in financial district of Pune : Kharadi

Good opportunity to work with new age financial management company : https://www.finchikitsak.com/

Job Designation: Relationship Manager

Company: Narwana Enterprises OPC Pvt Ltd. (FinChikitsak)

Total years of experience: 4 to 5 Years

Job Location: Kharadi, Pune

Education Qualification: B.Com / M.Com / B.Tech / MBA

Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Sunday Skills Required

● Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs.

● NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory.

● Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results.

● Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures.

● Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential.

● Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication.

● Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical.

● Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial.

● Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently.

● Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization’s code of conduct and service commitment.

Role Description:

The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction.

Key responsibilities include:

● Onboarding new clients and guiding them through investment processes

● Providing advisory support on mutual fund products based on client profiles

● Following up with leads and ensuring timely communication and closures

● Ensuring compliance with regulatory requirements and documentation standards

● Coordinating with the operations team for account setup, KYC, and transaction processing

● Maintaining accurate records of client interactions and investment history

● Assisting in client reviews and periodic reporting on portfolio performance

● Staying updated on market trends, regulatory changes, and mutual fund product developments