AJ Funds Pro
Website:
ajfp.in
Job details:
Company Description AJ Funds Pro (AJFP) is a financial advisory firm that follows a structured, disciplined approach to help clients achieve their financial goals and milestones. The company focuses on creating tailored portfolio solutions that align with each client’s risk profile, investment horizon, and personal objectives. Team members work closely with clients to provide clear guidance and support across different stages of their financial journey. AJFP values professionalism, integrity, and long-term relationships with both clients and colleagues.
Role Description The Relationship Manager role at AJ Funds Pro is a full-time position based in Chennai, with some flexibility for work from home. In this role, the Relationship Manager will manage and grow client relationships, understand client's financial needs, and recommend appropriate portfolio solutions in line with AJFP’s advisory approach.
Day-to-day activities include meeting or calling clients, explaining investment options, supporting onboarding and documentation, and following up on pending actions.
The Relationship Manager will also coordinate with internal teams to ensure timely execution of transactions, maintain accurate client records, and prepare basic reports on client portfolios and service interactions. This role requires consistent, professional communication and a focus on client satisfaction and retention.
Qualifications
- Strong client relationship management skills, including the ability to listen, understand client goals, and provide clear, polite, and professional communication.
- Basic knowledge of personal finance and investment products (such as mutual funds and other retail investment options), with an interest in learning structured advisory and portfolio solutions.
- Organizational and time-management skills to handle multiple client interactions, follow-ups, and documentation in a part-time, hybrid work setting.
- Comfort using digital tools for communication, documentation, and reporting (such as email, spreadsheets, and CRM or similar systems).
- Bachelor’s degree in finance, commerce, business, or a related field is preferred; relevant certifications in financial planning or investment advisory are an advantage.
- Prior experience in client-facing roles in financial services or consulting is beneficial, though motivated early-career candidates with strong interpersonal skills are also encouraged to apply.
- Ability to work from the Chennai office as required, with reliable access to remote working tools for work-from-home days.
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