Relationship Manager

Key Responsibilities: Back Office Operations • Knowledge of all back-office activities related to investments and client account maintenance. • Knowledge in documentation and timely processing of mutual fund, PMS, and AIF transactions. • Knowledge of compliance, audit, and regulatory requirements. Client Interaction and Support • Professionally interact with clients to address and resolve investment-related queries. • Prepare and share client reports such as Profit & Loss (P&L) statements, portfolio valuations, visa letters, and other relevant investment documents. • Support clients in completing necessary KYC and account opening procedures, including demat account openings. Transaction and Process Management • Process transactions such as mutual fund purchases, sales, broker code changes, and dematerialization requests. • Execute account-related updates including minor-to-major status changes, change of tax status, name deletions, and mutual fund transmissions. • Coordinate with internal teams and external agencies for tax and compliance verification, including reconciliation of tax computations. Client Relationship Management and Sales Support • Maintain ongoing communication with existing clients to understand their evolving financial needs. • Identify opportunities for additional product sales and facilitate cross-selling of PMS, AIF, and mutual funds. • Handle new client references and assist in onboarding processes to enhance client acquisition. ________________________________________ Key Skills & Qualifications: • Bachelor’s degree in Finance, Commerce, or related field preferred. • Prior experience in back-office operations, wealth management, or financial services preferred. • Basic knowledge of mutual funds, PMS, stock market transactions, and taxation. • Excellent communication and client-handling skills to interact professionally with clients and internal teams. • Proficiency in MS Office applications, particularly Excel and Word. • Strong organizational skills with the ability to multitask and manage priorities effectively. ________________________________________ Why Join Us: • Opportunity to gain hands-on experience working with leading investment products and client portfolios in a growth-oriented environment. • Exposure to a variety of investment products including mutual funds, PMS, and AIFs. • Collaborate with a professional team focused on delivering superior client service and financial planning solutions. • Potential for career growth and continuous learning in the financial advisory domain.