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Relationship Manager

2 weeks ago


Hyderabad, Telangana, India Ramartha Investments Full time

Role & responsibilities

  • Handle end-to-end onboarding of new clients (KYC, FATCA, bank mandates, NACH, etc.)
  • Act as the primary point of contact for clients regarding SIPs, lump-sum investments, portfolio reviews, and service requests
  • Communicate investment updates, reminders, and process clarifications to clients
  • Support NRI clients with documentation, compliance, and operational queries
  • Track client-wise AUM, SIP book growth, redemptions, and portfolio movements
  • Process MF transactions: purchases, redemptions, switches, STP & SWP
  • Ensure accurate and timely execution through RTA/AMC platforms
  • Maintain updated client records, transaction logs, and communication history in CRM
  • Coordinate with AMC relationship managers for operational issues, forms, and escalations