Relationship Manager Mutual Funds

Job Title: Relationship Manager

Location: Khandwa Madhya Pradesh

Job Type: Full Time

The Role: We are seeking a proactive and client-oriented Wealth 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:

Please send a cover email to shivani@pesb.co.in with an attached resume. For more information about this position or to learn more about our company, feel free to reach out to our HR department at +918655894463. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php

Job Types: Full-time, Permanent, Fresher

Pay: ₹350,000.00 - ₹600,000.00 per year

Benefits:

• Provident Fund

Ability to commute/relocate:

• Khandwa, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Language:

• English,Hindi (Preferred)

Work Location: In person