Manager - Client Relationship

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 organizations code of conduct and service commitment.

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