Relationship Manager

Company Description

Prudent Corporate Advisory Services Ltd. is a leading financial services group offering a diverse range of products, including Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other allied services. Since its inception in 2000, Prudent has expanded its network across India with 119 branches in 21 states and a workforce of over 1,300 employees. Now India's 3rd largest financial services provider in retail assets, the company manages more than INR 83,384 crore in assets and supports over 29,000 mutual fund distributors. Listed on the BSE and NSE since May 2022, Prudent is committed to helping clients achieve their financial aspirations and fostering a promising future for its team members.

Role Description

This is a full-time, on-site role for a Relationship Manager based in Chennai. The Relationship Manager will be responsible for building and maintaining relationships with clients while providing financial advice and solutions tailored to their needs. Daily tasks include identifying client requirements, managing their investment portfolios, assisting with financial planning, and ensuring a high level of service satisfaction. Additionally, the role involves coordinating with internal teams, analyzing financial products, and meeting targets to drive business growth.

Qualifications

• Strong knowledge of financial products such as Mutual Funds, Insurance, Fixed Income, and related services
• Communication and interpersonal skills with the ability to build and maintain client relationships
• Analytical and problem-solving skills for financial planning and portfolio management
• Ability to meet sales targets and achieve business objectives through effective client engagement
• Proactive and self-motivated with a client-focused approach
• Prior experience in financial services or related fields is advantageous
• Proficiency in local languages spoken in Chennai is beneficial
• Bachelor's degree in Finance, Commerce, Business Administration, or a related field