Relationship Manager – Mutual Fund Distribution & Wealth Management at Diligent Growth | Torre
Relationship Manager – Mutual Fund Distribution & Wealth Management
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Diligent Growth

Relationship Manager – Mutual Fund Distribution & Wealth Management

Diligent Growth
Emma
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Full-time

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Remote (for India residents)
Shared by
Geraldine Tovitto
 about 2 months ago

Responsibilities

Key Responsibilities:Manage and monitor client investment portfolios across mutual funds and financial productsBuild and maintain strong relationships with clients and industry stakeholdersProvide market updates, investment insights, NFOs, and suitable investment opportunitiesConduct periodic portfolio reviews based on clients’ financial goals and risk profilesExecute investment transactions and support new investmentsHandle client service requests and coordinate with AMCs for timely resolutionEnsure accurate documentation and transaction processingCore Skills:Client relationship management and investment advisory supportStrong knowledge of mutual funds and financial marketsPortfolio management and investment productsAMFI regulations and compliance awarenessStrong communication, analytical, problem-solving, and client servicing skillsEligibility:Graduate / Postgraduate in Commerce, Finance, Economics, or a related fieldExperience in mutual fund distribution, wealth management, financial advisory, NBFCs, AMCs, or capital market intermediariesNISM certification preferredExperience handling HNI / affluent clients will be an added advantage⚠️ Note: Looking for candidates with strong exposure to mutual funds, client investment portfolios, financial markets, and relationship management.
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