Relationship Manager

Job Description:

We are looking for a detail-oriented and proactive Operational Executive to support our mutual fund operations. The ideal candidate will have experience in back-office processes, transaction processing, and coordination with registrars and fund houses.

Key Responsibilities:

• Handle mutual fund transactions including purchases, redemptions, switches, and SIPs

• Coordinate with RTAs (Registrar and Transfer Agents) and AMCs (Asset Management Companies)

• Ensure timely and accurate reporting and reconciliation of client investments

• Maintain client records and assist with documentation and KYC compliance

• Support the operations team in process improvement and automation initiatives

• Ensure compliance with SEBI and other regulatory guidelines

Requirements:

• Bachelor’s degree in Commerce, Finance, or a related field

• 4–6 years of experience in mutual fund operations or financial services

• Familiarity with MF platforms like NSE NMF, or MF Central is preferred

• Strong knowledge of MS Excel and back-office systems

• Excellent organizational and communication skills

• Ability to work independently and within a team

How to Apply:

Send your resume and a brief cover letter to [revathiprogressivewealth@gmail.com] with the subject line: Application for Operational Executive

Feel Free To Contact

T. Revathi

Ph No - 9345348029

Operation Manager

Progressive wealth, Adyar

• It is a Full Time कस्टमर सपोर्ट / टेलिकलर job for candidates with 4 - 6 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be ग्रेजुएट आणि त्याहून अधिक and above with 4 - 6 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹25000 दरमहा that depends on your interview. It's a फुल टाईम job in Chennai.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., PROGRESSIVE WEALTH.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 3 Relationship Manager at PROGRESSIVE WEALTH
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this कस्टमर सपोर्ट / टेलिकलर job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has Day Shift.