Company Description Prudent Corporate Advisory Services Ltd. is a leading financial services group in India with diversified offerings across mutual funds, insurance, broking, fixed income, property, loans, and other allied products. Established in 2000, the organization has expanded to 143 branches across 21 states and employs over 1,500 team members. Prudent manages more than Rs. 1,19,304 crore in assets, ranking among India’s largest players in retail assets, and is listed on both the BSE and NSE.

The company works closely with one of India’s most extensive partner networks, comprising over 36,000 mutual fund distributors, to help clients achieve their financial goals. Prudent invites talented professionals to join its growing family and build a long-term career in financial services.

Role Description This is a full-time, on-site Relationship Manager role based in Chandigarh.

The Relationship

Manager will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and recommending suitable products across mutual funds, insurance, broking, fixed income, property, and loan segments. Day-to-day activities include meeting existing and potential clients, providing timely portfolio reviews, resolving queries, and ensuring high levels of service and client satisfaction. The role also involves coordinating with internal teams and channel partners, tracking sales targets, preparing reports, and following regulatory and compliance guidelines.

The Relationship





Manager is expected to proactively identify business opportunities, contribute to branch growth, and represent the company’s values in all client interactions.

Qualifications

Robust client relationship management and customer service abilities, with a focus on trust-building and long-term engagement.

Knowledge of financial products such as mutual funds, insurance, broking services, fixed income instruments, property-related offerings, and loan solutions.

Sales and business development skills, including prospecting, negotiation, and follow-up to achieve branch and individual targets.

Analytical and advisory capabilities to assess client profiles, recommend suitable investment options, and explain risks and benefits clearly.

Effective communication and interpersonal skills, with the ability to present complex financial concepts in a simple and professional manner.

Comfort with basic technology and reporting tools for maintaining client records, preparing MIS reports, and working with CRM or similar systems.

Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; relevant certifications in mutual funds, insurance, or securities are an advantage.

Prior experience in financial services, wealth management, banking, or advisory roles is preferred, particularly in client-facing positions.

High level of integrity, adherence to regulatory and compliance norms, and a proactive, goal-oriented approach to work.

📌 Relationship Manager (Chandigarh)
🏢 Prudent Corporate Advisory Services
📍 Chandigarh