Relationship Manager
Fundsmitra Financial Services Private Limited
Relationship Manager
Fundsmitra Financial Services Private Limited
Mani Nagar, Ahmedabad
₹20,000 - ₹27,000 monthly*
Fixed
₹20000 - ₹25000
Average Incentives*
₹2,000
Earning Potential
₹27,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 3 years
Basic English
Job Details
Interview Details
Job highlights
Fast HR reply
2 applicants
Job Description
• Acquire and onboard new clients (Retail / HNI).
• Manage and grow existing client relationships.
• Advise clients on investment products – Mutual Funds, Bonds, PMS, AIF, Insurance, etc.
• Understand client risk profile and recommend suitable asset allocation.
• Achieve revenue and AUM growth targets.
• Regular portfolio reviews and performance discussions with clients.
• Stay updated with market trends and regulatory changes.
• Coordinate with operations team for smooth execution of transactions.
• Graduate / Postgraduate (B.Com, BBA, MBA preferred).
• 2–5 years experience in financial services / wealth management
• Good understanding of capital markets and investment products.
• Strong communication and relationship-building skills.
• Target-driven and result-oriented mindset.
• NISM certification (preferred).
Job role
Work location
Maninagar, Ahmedabad, Gujarat, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 3 years
Education
Graduate
Skills
Lead Generation, Negotiation skills, Sales, Client acquisition, Insurance, Portfolio management, Lead conversion, Market analysis, Marketing, Mutual funds, Equity dealing, Research, Communication, Finanacial services, Stock Trading
English level
Basic English
Gender
Any gender
About company
Name
Fundsmitra Financial Services Private Limited
Address
Maninagar, Ahmedabad, Gujarat, India
Job posted by Fundsmitra Financial Services Private Limited
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