Client Relationship Manager - Mutual Funds & Investments

Mangalmurti Investments · India

Mangalmurti Investments is a third-generation financial services business established in 1982 in Dombivli . We work with individuals and families to address their investment and financial product requirements across mutual funds and other financial products.

We are a relationship-driven business with a strong focus on long-term client relationships, personalised service and trust .

We are looking for a Client Relationship Manager to join our team at our Dombivli office.

The role involves managing and nurturing relationships with existing and prospective clients , understanding their financial goals and requirements, and helping them identify suitable mutual fund and investment products.

The position is highly client-facing and involves regular interaction with clients, conducting meetings, explaining investment products and their risk profiles, coordinating transactions and documentation, and ensuring timely follow-ups and portfolio reviews.

The role will also involve identifying new business opportunities, supporting client acquisition and marketing initiatives, and contributing to overall client satisfaction, relationship growth and retention .

• Manage and nurture relationships with existing and prospective clients.
• Understand clients' financial goals, requirements and investment preferences.
• Conduct client meetings and explain mutual funds and other investment products in a simple and clear manner.
• Explain product features, associated risks and relevant considerations to clients.
• Conduct regular follow-ups and portfolio reviews.
• Handle client onboarding, documentation and service-related requirements.
• Coordinate with internal teams, AMCs, platforms and other stakeholders for timely processing of transactions and service requests.
• Resolve client queries and ensure a high level of client satisfaction.
• Maintain accurate client records, documentation and follow-up schedules in accordance with applicable processes and regulatory requirements.
• Identify relevant opportunities for new business and relationship expansion based on client requirements.
• Support business development and marketing initiatives.
• Stay updated on mutual funds, financial products, market developments and relevant processes.
• Contribute towards building long-term client relationships and client retention .

We are looking for someone who is confident interacting with clients, genuinely interested in investments and eager to learn and grow with the organisation.

The ideal candidate should have:

• Strong client service and relationship management skills, with the ability to understand client needs and communicate solutions clearly.
• Knowledge of mutual funds, capital markets and basic investment principles .
• Familiarity with insurance and other financial products will be an advantage.
• Strong verbal and written communication skills, with the ability to explain financial concepts clearly and patiently.
• Ability and willingness to participate in sales and business development activities , including prospecting, presenting investment options and converting opportunities ethically.
• Good organisational and administrative skills, including handling documentation, maintaining records and working accurately with data.
• Comfort with computers, investment platforms and common office software such as spreadsheets and CRM/client-tracking tools.
• Ability to manage multiple client interactions and follow-ups while maintaining attention to detail.
• Professionalism, accountability and a strong service orientation.
• Willingness to continuously learn about investments and financial products.
• A genuine interest in building a long-term career with us .

Prior experience in mutual funds, wealth management, banking, insurance, broking or other financial services will be preferred.

Candidates with strong client-facing experience and a genuine interest in learning about investments may also be considered.

• Bachelor's degree in Finance, Commerce, Business or a related field preferred.
• NISM / AMFI-related certifications will be an advantage.
• Relevant experience and demonstrated client-handling ability will also be considered.

Location: Dombivli, Maharashtra

Work mode: Full-time, On-site

Compensation: ₹3 LPA in-hand

This is an opportunity to work with an established, third-generation financial services business and gain hands-on exposure to mutual funds, investments, client relationship management and wealth management.

• We are particularly interested in candidates who are looking for a stable, long-term opportunity and want to develop their career while growing with the organisation.