Relationship Manager - Surat, Gujarat
7 hours ago
Job description
ABOUT US
Pacifique Investments
is a fast-growing mutual fund distribution company committed to helping clients meet their investment goals through transparent, compliant, and client-centric solutions. Our focus is on building long-lasting client relationships by offering personalized mutual fund investment options as well as other services like PMS, AIF, Loans against securities, insurance, and many more.
ROLE OVERVIEW
At Pacifique Investments, we are expanding our team in Surat to serve more investors with transparent, compliant, and client-centric services. We seek a
Relationship Manager
who will build trusted client connections, support client onboarding and documentation by liaisoning with the operations team, and help grow our business — all while ensuring regulatory compliance.
As a Relationship Manager, you will be responsible for
building
and
nurturing
relationships with individual investors, educating them about mutual fund and other investment products, and supporting their investment journeys.
You will be the key point of contact for clients, focused on understanding their investment needs, offering suitable investment products, and enhancing overall client satisfaction.
WHAT YOU'LL DO
Sales & Growth:
- Achieve assigned acquisition and retention targets for clients.
- Identify opportunities to expand wallet share while maintaining ethical and compliant practices.
Client Relationship Management:
- Develop and maintain strong relationships with existing and prospective clients.
- Engage with clients through calls, meetings, seminars, and digital channels.
- Address client queries and concerns in a timely, professional manner.
Provide Product Support:
- Provide information on various mutual fund schemes and other investment options offered by the company.
- Assist clients in completing necessary documentation for smooth onboarding, investing, and continued service (KYC, application forms, Aadhaar/PAN verification, etc) by
liaisoning
with the operations team.
- Track and follow up on client investment requests.
Compliance & Regulatory Adherence:
- Ensure all client interactions and recommendations comply with SEBI and AMFI guidelines.
- Maintain accurate and secure records of client engagements.
WHAT WE ARE LOOKING FOR
- Education:
Bachelor's degree in commerce, business, finance, or other related fields.
- Experience:
1–4 years in client servicing, sales, or mutual fund distribution support is preferred.
- Certification:
AMFI certification (Mutual Fund Distributors/Representatives) and NISM are preferred (not necessary).
- Skills:
Excellent communication and interpersonal skills, proficiency with CRM tools and digital communications.
WHAT WE OFFER
- Compensation:
Competitive salary with performance-linked incentives
- Learning & Development:
Training and certification support (AMFI/NISM)
- Growth:
Opportunity to grow into leadership and specialist roles within the organisation
- Culture:
Supportive, learning-oriented work environment
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