Job Description

Job Summary

We are looking for a

Relationship Manager (Non-Sales)

to manage and service existing clients by ensuring smooth investment operations, portfolio support, and high-quality client experience. The role focuses on

client servicing, coordination, compliance, and relationship maintenance

, with

no direct sales or target pressure

.

Key ResponsibilitiesClient Relationship Management

Act as the primary point of contact for assigned clients Maintain long-term relationships by ensuring timely support and follow-ups Address client queries related to investments, statements, NAVs, SIPs, and transactions Ensure high client satisfaction and retention

Investment & Portfolio Support

Assist clients with mutual fund transactions (purchase, redemption, switch, SIP) Coordinate portfolio reviews and provide periodic investment updates (non-advisory) Support onboarding of new clients including risk profiling and documentation

Operations & Coordination

Handle account opening processes including KYC, FATCA, and documentation Coordinate with internal teams (operations, compliance, fund houses, registrars) Track transaction status and ensure timely execution Maintain accurate client records in CRM and internal systems

Compliance & Regulatory Adherence

Ensure adherence to SEBI/RBI guidelines and internal policies Maintain audit-ready documentation and transaction records Ensure confidentiality and ethical handling of client data

Reporting & Documentation

Prepare client reports, statements, and MIS as required Maintain accurate records of client communication and service requests

Skills & Competencies

Strong client servicing and relationship management skills Good understanding of mutual funds and investment products Excellent communication (verbal & written) High attention to detail and process orientation Problem-solving and coordination skills Professional ethics and confidentiality awareness

Educational Qualifications

Graduate in Commerce, Finance, Economics, or Business Administration

Experience

1-5 years of experience in banking, mutual funds, wealth management, or financial services
Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person