indeed
Relationship Manager - Mutual Funds & PMS
79th east Pvt Ltd
IND
Full-time
Mid-Senior
Onsite
Discovered Today
Mutual fundsPortfolio Management Services (PMS)Equity marketsRisk profilingInvestment salesClient relationship management
Free
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Mutual fundsPortfolio Management Services (PMS)Equity markets
Role Overview
The Relationship Manager is the client's main point of contact for mutual funds, PMS, and equity-related discussions.
The role matches products to client risk profiles, develops long-term relationships, builds channel-partner business, and represents the firm in investor-education events.
Key Skills for This Role
Mutual fundsPortfolio Management Services (PMS)Equity marketsRisk profilingInvestment salesClient relationship management
Full Job Posting
About 79th East
79th East Private Limited is a Hyderabad-based investment services firm and an AMFI-registered Mutual Fund Distributor.
The firm distributes mutual funds and Portfolio Management Services and serves individuals, families, professionals, business owners, and NRIs.
The firm emphasizes client understanding and suitability ahead of sales.
The Role
The Relationship Manager is the client's main point of contact for mutual funds, PMS, and equity-related discussions.
The role matches products to client risk profiles, develops long-term relationships, builds channel-partner business, and represents the firm in investor-education events.
Client and Business Development
- Acquire new clients and manage an allotted book across HNI, affluent, professional, and NRI segments.
- Build B2B business by identifying, onboarding, and managing registered MFDs and PMS distributors.
- Provide product training, sales support, and regular business reviews to channel partners.
Advisory and Engagement
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