Job Title:

Relationship Manager

Location:

Pune

Job Type :

Full-Time

The 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
- 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

[email protected] – +91-XXXXXXXXXX (HR)

[email protected] - (phone hidden) (HR)

Job Type: Full-time

Pay: ₹25,000.00 - ₹35,000.00 per month

Perks:

- Health insurance
- Provident Fund

Education:

- Bachelor's (Preferred)

Experience:

- B2C sales: 1 year (Preferred)

Language:

- English, Hindi, Marathi (Required)

Work Location: In person

📌 Relationship Manager (India)
🏢 Pune E Stock Broking
📍 India