Relationship Manager
Shah Investments
Mumbai, Maharashtra, India0–2 yrs24m agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 2 years
- Must know
- OnboardingOperationsSales
- Nice to have
- ExcelCRM
- Work
- On-site in Mumbai
- Pay
- Not stated by the employer.
- Skill demand
- Sales54%Operations14%Onboarding8%Excel3%of 100 similar fresher jobs posted in India this week
- Listed
- 6 Nov 2026 · still open
Sign in free to see which of these skills your resume already shows.
About Shah Investments
Shah Investments is an AMFI-registered Mutual Fund Distributor based in Goregaon, Mumbai, with thirty years of experience helping families invest.
Role Summary
As a Relationship Manager, you will own and grow a book of client families. Your job is twofold: bring new families into Shah Investments, and ensure existing clients stay invested, informed, and feel looked after.
Key Responsibilities
- Growing the client base
- Run first meetings and follow up with a personal message within 24 hours.
- Convert interested prospects into onboarded clients.
- Managing relationships
- Manage a portfolio of client families with regular check-ins and quarterly reviews.
- Handle service requests quickly and accurately.
- Help clients stay invested through volatility and keep their SIPs running.
- Deepen relationships within families and across generations.
- Onboarding and compliance
- Own onboarding from first call to closure to operations handoff: KYC, documents, and transaction accuracy.
- Carry out risk profiling for every client and recommend only suitable products.
- Brand and team
- Represent Shah Investments in the community and online.
- Take part in the team's learning sessions, held three times a month.
Requirements & Tech Stack
- Mutual Fund Distribution, Wealth Management, or Banking Sales experience.
- NISM Series V-A and/or any other relevant NISM certifications.
- Some experience in acquiring or servicing clients is an advantage.
- Warm, confident communication in English; Hindi or Gujarati is a strong advantage.
- Comfort with Excel, CRM tools, and WhatsApp-based client communication.
- An existing network of clients or referral partners across the country is good to have.
- Experience at a mutual fund distributor, AMC, Insurance, or bank wealth desk is good to have.
- Additional NISM certifications are good to have.
Qualifications
- Graduate in any discipline; commerce or finance preferred.
Personal Qualities
- Warm, trustworthy, and persistent.
- Listens more than speaks.
- Follows up without being asked.
- Measures success by how long clients stay, not only by how quickly they sign.