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Job Title: Relationship Manager
Experience: 3 – 5 Years
Location: Ahmedabad
Notice Period: Immediate – 30 days
We are hiring a Relationship Manager to join our team!
What You will Do
Build and nurture strong client relationships to drive growth and retention
Drive business growth by acquiring new clients and expand the client base
Promote and cross-sell Mutual Funds, AIFs, PMS, Curated Baskets, Bonds, Offshore investments
Achieve sales targets and contribute to regional revenue growth
Provide clients with investment insights and conduct regular portfolio reviews
Ensure smooth execution of transactions in compliance with regulations
What We are Looking For
3–5 years of experience in Wealth Management, Investment Advisory, or Financial Sales
Strong knowledge of mutual funds, equities, bonds, and other financial products
Excellent communication, negotiation, and client servicing skills
Proven track record in achieving sales targets and growing business
Qualifications
Bachelor's/Master's degree in Finance, Business, or related field
NISM certifications preferred
If you are passionate about relationship management and business growth in financial services, we'd love to connect with you!
Interested and relevant candidates can mail your profile to [Confidential Information]
Job ID: 148879307
Skills:
Ms Office, Investment products and services, Wealth Management, Insurance, Mutual Funds
Skills:
Sales and Negotiation Skills, Problem-Solving Abilities, Communication, Financial Acumen, Client Relationship Management
We don’t charge any money for job offers
