Relationship Manager Mutual Funds

2 days ago


Khandwa, Madhya Pradesh, India Pune e stock broking ltd Full time ₹ 35,00,000 - ₹ 60,00,000 per year

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


  • Wealth Manager MF

    2 days ago


    Khandwa, Madhya Pradesh, India Pune e stock broking ltd Full time ₹ 7,00,000 - ₹ 8,50,000 per year

    Job Title: Wealth Manager – Mutual Funds & AIFLocation: Khandwa Madhya PradeshType: Full-TimeThe Role We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. In this role, you will be responsible for managing, analyzing, and optimizing mutual fund portfolios and alternative investment...


  • Khandwa, MP, IN Pune e stock broking ltd Full time

    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...


  • Khandwa, India C.R.Property Technology Private Limited Full time

    **Hello, we are hiring for Khandwa location for Relationship Executive.** **Requirments**: **Qualification Level : Graduation completed.** **Experince Level : 2-3 years in sales, Real Estate, brokers also applied.** **Good Communication skill.** **Must be Same Location.** **Salary**: ₹12,000.00 - ₹20,000.00 per month **Benefits**: - Provident...

  • Wealth Manager Mf

    3 days ago


    Khandwa, MP, IN Pune e stock broking ltd Full time

    Job Title Wealth Manager - Mutual Funds AIF Location Khandwa Madhya Pradesh Type Full-Time The Role We are seeking a highly skilled and motivated Mutual Funds AIF Specialist Manager to join our dynamic investment team In this role you will be responsible for managing analyzing and optimizing mutual fund portfolios and alternative investment strategies AIF...

  • Sales Executive

    1 week ago


    Khandwa, India WOODAPPLE RESOURCES PVT. LTD. Full time

    We are seeking a proactive Sales Executive to join our team. The role involves: - Visiting clients to build and maintain relationships. - Generating leads to drive business growth. - Maintaining accurate client data and sales records. - Reporting to management on a daily basis. - Gathering and providing market feedback to enhance our...

  • Tally Operator

    4 days ago


    Khandwa, India Central Motars Full time

    Require to **make entry of sales and purchase in TALLY on daily basis**. To manage functions like order processing, invoicing and preparing quotations for customers. Maintain database on daily basis. **Salary**: ₹7,000.00 - ₹20,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Provident Fund Schedule: - Day...

  • New Opening

    10 hours ago


    Khandwa, India LoudHR Full time

    **Responsibilities and roles**: - tracking sales goals and giving updates as necessary -  Lead your team of people. Motivate and unite the members of your team. With the aid of your team,accomplish your objective. - To create a strong advisor base, find and hire the best advisers. - The Sales Manager team is in charge of assembling the team (Life...

  • Production Operator

    1 week ago


    Khandwa, India SHAKUMBHRI HERBAL PRIVATE LIMITED Full time

    Description - Knowledge of Quality Management System (QMS) i.e. change control, Deviation, CAPA, and documentation in manufacturing/Packaging area of OSD. - Able to understand & have relevant knowledge of documents and process - Able to make Tablet in ayurveda ,nutra products with coating knowledge - Able to understand & operate fluid Bed equipment. - To...

  • Sales Executive

    4 days ago


    Khandwa, India LoudHR Full time

    **Roles and responsibilities**: - The Sales Manager Team is in charge of assembling a team of Life Insurance Advisors from their personal and professional networks - fostering trusting relationships with the team and the clients - Pay attention to managing the sales team, the geographic coverage, and the spread. - Gather leads from the general public. -...

  • Mis Executive

    1 week ago


    Khandwa, India A.K.A Logistics Pvt Ltd Full time

    **Job Title: MIS Executive** **Location**: Khandwa, Madhya Pradesh **Experience Required**: 2+ years **Job Type**: Full-Time **Company Overview**: [Your Company Name] is a leading [Industry] organization committed to providing top-notch [products/services] to our clients. We are currently seeking a dedicated MIS Executive to join our team in Khandwa and...


  • Khandwa, India Navjeevan Child Care Full time

    Key responsibilities: 1. Conduct assessments to diagnose speech, language, and communication disorders in children. 2. Develop and implement individualized therapy plans tailored to each child's needs. 3. Utilise evidence-based techniques to address challenges like speech delay, 4. stuttering, articulation disorders, and language comprehension. 5....