
Relationship Manager
4 hours ago
Company Description
Mihika Investments is based in Nagpur, specializing in personalized investment solutions that align with your financial goals and risk appetite. Our services include expert guidance in Mutual Funds, SIP Planning, Tax-Saving Investments, Insurance Solutions, and more. We simplify the complex world of investments, helping both first-time investors and experienced portfolio holders make informed and confident decisions. With a client-centric approach and deep market insights, our mission is to empower individuals, families, and businesses with tailored strategies that maximize returns and minimize risks.
Role Description
This is a full-time on-site role for a Relationship Manager located in Nagpur. The Relationship Manager will be responsible for managing client relationships, providing financial advice and investment strategies, conducting portfolio reviews, and identifying new business opportunities. The Relationship Manager will also collaborate with certified financial experts to offer personalized consultation and end-to-end support from planning to execution.
Qualifications
- Client Relationship Management and Customer Service skills
- Experience in Financial Planning, Investment Strategies, and Portfolio Management
- Knowledge of Mutual Funds, SIP Planning, Tax-Saving Investments, and Insurance Solutions
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, Economics, or related field
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