Client Relationship Manager

3 weeks ago

Pune, India Vijay InvestEdge Pvt Ltd Full time

Company Description
Most firms want you to sell.

We want you to care.

Since 1994, Vijay InvestEdge has been a premier AMFI Registered Mutual Fund Distributor in Pune, with a primary aim of fostering trust and nurturing strong relationships with every client, we at Vijay InvestEdge have been building something rare in the world of investing—real relationships.

Not just transactions. Not just quick wins, but, Trust. The kind of trust that lasts through bull runs and market crashes.

And we're looking for someone who believes in that too.

The Role: Client Relationship Partner.

This isn't about meeting monthly numbers and moving on. This is about being the person clients trust with their life savings, their future dreams and goals with.

Who You Are:

NISM Series V-A certified (non-negotiable—you know your craft).

2–3+ years in mutual funds or wealth management.

A listener first, a guide second, a seller only when it's right.

Passionate about investments and people.

What You'll Do:

Build new relationships and maintain existing ones rooted in integrity.

Keep clients informed, calm, and confident—even in market storms.

Celebrate their highs, guide them through their lows.

Join a team that values trust over targets and people over products.

Why You'll Love Working With Us:

Boutique environment: You're not just another person at our firm—you're a partner in growth.

Client-first culture: Relationships come before revenue.

Growth & purpose: Build a career that's about more than numbers.

Compensation that rewards real value.

If you're tired of being "just another RM" and want to build something meaningful, drop in your application

Apply now—Because this isn't just another job. It's a chance to change lives—starting with yours.

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