• Manage and monitor client investment portfolios across mutual funds and related financial products • Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities • Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals • Initiate and execute investment transactions based on client cash flows and agreed financial plans • Support onboarding and execution of fresh investments in line with client suitability and risk profile • Address client grievances and service-related issues, including statement discrepancies, dividend delays, and correction requests, ensuring timely resolution • Coordinate with Asset Management Companies (AMCs) and service providers to resolve client-related issues • Maintain and strengthen relationships with Mutual Fund Investor Service Centers (ISCs) and other industry stakeholders to stay updated on market and product developments • Ensure accurate communication and documentation related to client portfolios and transactions Requirements Qualifications & Experience • Masters/ Bachelor’s degree in Commerce, Finance, Economics, or related field • Relevant experience in mutual fund distribution, wealth management, or financial advisory services • Knowledge of mutual fund products, financial planning, and portfolio management • Familiarity with AMFI regulations and client servicing processes preferred • Certifications such as NISM (Mutual Fund Distribution/Research) preferred Key Competencies • Strong client relationship management skills • Good understanding of financial markets and investment products • Strong communication and interpersonal abilities • Analytical mindset with attention to portfolio performance tracking • Problem-solving and grievance-handling capability • Ability to work in a client-facing, advisory-driven environment • High level of integrity and service orientation