Company Name - Pune E Stock Broking Ltd
Job Title:
Relationship Manager
Location:
Rajkot (Gujrat)
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
Application Process:
you can share your updated resume to maintained below email id
[email protected]
[email protected]
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Work Location: In person
