Relationship Manager Mutual Funds
2 days ago
Job Title: Relationship Manager
Location: Khandwa Madhya Pradesh
Job Type: Full Time
The Role: We are seeking a proactive and client-oriented Wealth 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
Build Personal Touch: 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.
2-5 Years of Experience.
Application Process:
Please send a cover email to with an attached resume. For more information about this position or to learn more about our company, feel free to reach out to our HR department at We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at
Job Types: Full-time, Permanent, Fresher
Pay: ₹350, ₹600,000.00 per year
Benefits:
- Provident Fund
Ability to commute/relocate:
- Khandwa, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Preferred)
Language:
- English,Hindi (Preferred)
Work Location: In person
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