Relationship Manager

5 days ago


Deccan Gymkhana, Maharashtra, India Pune e stock broking ltd Full time ₹ 30,00,000 - ₹ 74,29,108 per year

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

Job Type: Full-time

Pay: ₹14, ₹61,722.69 per month

Benefits:

  • Health insurance
  • Provident Fund

Language:

  • English (Preferred)

Work Location: In person

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