Relationship Manager

Company Description

PD Wealth is trusted by tens of thousands of investors who aim to secure and grow their assets over time. We are committed stewards, dedicated to transparent and disciplined practices that deliver enduring investment returns. At PD Wealth, we simplify investing by focusing on manageable factors, building mindful strategies to help achieve your goals. Our mission is to make investing less overwhelming by cutting through the noise with strategic control.

Role Description

This is a full-time on-site role for a Relationship Manager located in Jaipur. The Relationship Manager will serve as the primary point of contact for clients, fostering strong relationships and understanding their financial objectives. Daily tasks involve providing investment advice, maintaining client portfolios, ensuring regulatory compliance, and collaborating with team members to meet clients' needs. The Relationship Manager will also be responsible for staying updated on market trends and guiding clients towards growth and security in their investments.

Qualifications

• Client Relationship Management and Communication skills
• Investment Planning and Portfolio Management experience
• Knowledge of Financial Markets, Trends Analysis, and Regulatory Compliance
• Analytical thinking and Problem-Solving skills
• Ability to work independently and as part of a team
• Experience in the financial services industry is advantageous
• Bachelor’s degree in Finance, Business Administration, or related field