Relationship Manager Mutual Funds

You will be working as a Relationship Manager in Khandwa, Madhya Pradesh. As a proactive and client-oriented Wealth Manager, you will be responsible for acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you are passionate about financial markets, possess excellent communication skills, and are committed to client service, we are looking forward to your application. **Responsibilities:** - **Generate Leads:** Actively identify and pursue new client opportunities to expand our mutual funds distribution business. - **Build Personal Touch:** Establish 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 to ensure alignment with their financial goals and risk tolerance. - **Wealth Management:** Provide comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more. - **Market Awareness:** Stay updated with financial news and market trends to offer 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. **Qualifications:** - MBA or Equivalent from a reputed Institute. - Self-motivated with a results-driven approach. - Excellent interpersonal and communication skills. - 2-5 Years of Experience. In case you wish to apply for this position, please send a cover email to shivani@pesb.co.in along with your resume. For more details about the role or to know more about our company, feel free to contact our HR department at +918655894463. You are welcome to reach out for further information. Additionally, we encourage you to visit our website at https://www.pesb.co.in/about.php. **Benefits:** - Provident Fund **Work Location:** In person (Note: Education in Bachelor's and proficiency in English and Hindi are preferred for this role.),