Relationship Manager

0 years

0 Lacs

Posted:15 hours ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

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About Green Hedge Capital

Green Hedge Capital

Our goal is simple: to help individuals and families achieve their financial aspirations with clarity and confidence.


Role: Relationship Manager – Mutual Funds & Investments

Relationship Manager

If you’re passionate about financial product distribution and client portfolio management, this role is your opportunity to grow with one of the region’s leading financial firms.


Key Responsibilities

  • Source, engage, and convert prospects into long-term clients.
  • Manage and monitor client portfolios across mutual funds and other investments.
  • Build strong, trust-based relationships with clients.
  • Achieve business targets through consultative and ethical selling.
  • Stay updated on product knowledge and market trends.


Skills & Qualifications

  • Excellent communication and interpersonal skills.
  • Strong understanding of mutual funds, investments, and financial products.
  • Passion for client relationship management and financial planning.
  • NISM Mutual Fund Certification

    is an advantage.


Why Join Us?

  • Be part of a trusted name in wealth management.
  • Opportunity to manage diverse investment portfolios.
  • Transparent, growth-oriented, and collaborative culture.
  • Continuous learning and professional development opportunities.

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