Client Relationship Manager

About Us

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, alternate investment products, and simplifying personal finance to help individuals and families achieve their financial goals.

Key Responsibilities

·        Schedule, attend, and document client meetings (online/offline) with MoM and follow-ups.

·        Manage client onboarding, KYC, transactions, and documentation for compliance.

·        Build and maintain strong client relationships by understanding financial goals.

·        Re-engage inactive clients and encourage fresh/increased investments.

·        Ensure timely service delivery, trust-building, and long-term client retention.

·        Coordinate with team and management for smooth execution of client requests.

·      ...