Relationship Manager

Company Description

Vijay InvestEdge, an AMFI Registered Mutual Fund Distributor established in 1994 and based in Pune, is dedicated to fostering trust and building strong relationships with clients. The company is known for its commitment to sincerity, care, honesty, and integrity while delivering high-quality financial advisory services. Vijay InvestEdge is focused on providing unparalleled client-centric solutions in the mutual fund distribution space, ensuring a long-term partnership and financial success for its clients.

Role Description

This is a full-time, on-site Relationship Manager role located in Pune. The primary responsibilities include managing and nurturing client relationships, understanding client financial goals, and proposing suitable financial products and investment plans. The Relationship Manager will be required to offer personalized services, maintain regular communication with clients, and ensure a high level of customer satisfaction. Additional duties involve keeping up with market trends and working closely with the team to achieve business objectives.

We are in a growth phase and looking to add a Relationship Manager to our team.

This is not a maintenance role.

This is a growth role.

We are building a structured, process-driven platform focused on long-term compounding for both our clients and our team. We're looking for someone who wants to grow with that platform.

Roles & Responsibilities.

• Build and manage a portfolio of retail and emerging HNI clients
• Drive new client acquisition through referrals, networking, and proactive engagement
• Conduct structured portfolio reviews and asset allocation discussions
• Identify expansion opportunities within existing relationships
• Work closely with research and operations to deliver disciplined execution
• Monitor inflows, redemptions, and portfolio shifts with ownership

Who we're looking for :

• 37 years of experience in wealth management, distribution, or advisory
• Strong relationship-building ability with commercial awareness
• Comfortable discussing investments, risk, and long-term allocation
• Process-oriented and disciplined in follow-ups
• Ambitious, self-driven, and growth-focused

We are looking for someone who wants to build a serious career not just hit monthly numbers.

If you believe you can build trust, grow a book, and think long-term, we would like to speak with you.

• Please reach out via direct message or email with your profile.