Relationship Manager

10 hours ago

Pune, India Pune e Stock Broking Ltd. Full time
  • Role:  We are seeking a proactive and client-oriented Relationship Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills, and a commitment to client service, we want to hear from you.
  • Responsibilities:
  • Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business
  • Client Relationship Management:  Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice
  • Client Relationship Management:  Monitor and manage clients' investment portfolios, ensuring they align with their financial goals and risk tolerance
  • Wealth Management:  Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more
  • Market Awareness: Stay up-to-date with financial news and market trends to provide informed advice and insights to clients
  • Communication Skills:  Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable manner

Qualification:

  • MBA or Equivalent from a reputed Institute
  • Self-motivated with a results-driven approach
  • Excellent interpersonal and communication skills
  • 0-3 Years of Experience


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