Relationship Manager

PA Wealth Pvt Ltd; Ludhiana; On-site; INR 350,000 - 550,000; Full time

Job summary

PA Wealth Pvt Ltd is seeking a capable professional in Ludhiana to oversee retail branch operations and ensure regulatory compliance. The role focuses on building and maintaining strong client relationships and promoting mutual funds and trade products/services within wealth management services.

The position requires handling day-to-day branch activities and collaborating with teams to deliver superior financial solutions to clients in the Ludhiana area.

Qualifications

• UG: Any Graduate.

Responsibilities

• Manage retail branch operations.
• Ensure compliance with regulatory standards.
• Develop & maintain client relationships.
• Promote mutual funds, trade products & services.

Education

Any Graduate

Job description

Responsibilities

• Manage retail branch operations
• Ensure compliance with regulatory standards
• Develop & maintain client relationships
• Promote mutual funds, trade products & services

Role Category

Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills