Relationship Manager

Location: Chennai / Bangalore

Experience: 0–3 Years

Openings: 4

Salary: ₹3–6 LPA + Incentives

Role Overview

You will advise clients on mutual fund portfolios, assist them with investment planning, and manage ongoing relationships using AssetPlus’ investment platform.

Key Responsibilities

• Understand client financial goals and risk appetite

• Recommend suitable mutual fund products

• Assist clients with onboarding, KYC, SIP/STP/Redemption

• Maintain regular follow-ups & portfolio reviews

• Handle queries via calls, WhatsApp, and email

• Maintain accurate logs on CRM

Requirements

• Strong communication skills (English + regional language)

• Basic knowledge of Mutual Funds, SIPs, AMCs

• NISM Mutual Fund Distribution Certificate (preferred)

• Good financial analysis mindset