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Pune E Stock Broking
posted 3mon ago
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Job Description
- Relationship Manager
Role:
- 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
- Client Relationship Management: 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
- 0-3 Years of Experience
Employment Type: Full Time, Permanent
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