Relationship Manager (Mutual Fund)

About Us

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, alternate investment products, and simplifying personal finance to help individuals and families achieve their financial goals.

Key Responsibilities

Schedule, attend, and document client meetings (online/offline) with MoM and follow-ups.

Manage client onboarding, KYC, transactions, and documentation for compliance.

Build and maintain strong client relationships by understanding financial goals.

Re-engage inactive clients and encourage fresh/increased investments.

Ensure timely service delivery, trust-building, and long-term client retention.

Coordinate with team and management for smooth execution of client requests.

Prepare regular reports and updates on client interactions.

Generate leads, referrals, and identify business growth opportunities.

Must-Have Qualifications

Excellent communication and interpersonal skills

Ability to simplify and explain financial concepts

Basic understanding of Mutual Funds, SIPs, and tax-saving schemes (preferred)

Proficiency in CRM tools, email, WhatsApp, and video platforms

Graduate in any stream (Commerce/Finance preferred)

Preferred Qualifications:

NISM V-A Certified or willing to certify

Experience in mutual fund advisory or financial services

Passion for personal finance and client education

Ability to work independently with self-discipline