Company Name - Pune E Stock Broking Ltd

Job Title:
Relationship Manager

Location:
Khandwa (MP)

Job Type:
Full-Time

The Role

Responsibilities:
- Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business
- Build Personal Touch: Build and maintain solid 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

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

Benefits:
- Health insurance
- Provident Fund

Ability to commute/relocate:
- Khandwa, Madhya Pradesh: Reliably commute or planning to relocate before starting work (preferred)

Education:
- Bachelor's (preferred)

Experience:
- B2C Sales: 1 year (preferred)

Language:
- English (preferred)
- Hindi (preferred)

Work Location: In person

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