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 o 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 shivani pesb co in 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 918655894463 We welcome your inquiries and are happy to provide further details Additionally we invite you to explore our website at https www pesb co in about php Job Types Full time Permanent Fresher Pay 350 000 00 - 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

📌 Relationship Manager Mutual Funds (Khandwa)
🏢 Pune E Stock Broking
📍 Khandwa