Relationship Manager

Mihika Investments; Nagpur District; On-site; INR 3,00,000 - 5,00,000; Full time

Job summary

A financial services provider in Nagpur is seeking a Relationship Manager. This full-time, on-site role involves managing client relationships and offering financial advice and investment strategies. Candidates should have a background in finance and strong customer service skills. Join us to empower clients by maximizing their investment returns while minimizing risks.

Qualifications

• Experience in Financial Planning and Investment Strategies.
• Strong communication and interpersonal skills crucial for client interactions.
• Ability to work independently and in a team-oriented environment.

Responsibilities

• Manage client relationships and provide financial advice.
• Conduct portfolio reviews and identify new business opportunities.
• Collaborate with certified financial experts for personalized consultations.

Skills

Client Relationship Management

Customer Service

Financial Planning

Investment Strategies

Portfolio Management

Communication skills

Interpersonal skills

Teamwork

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Mihika Investments is based in Nagpur, specializing in personalized investment solutions that align with your financial goals and risk appetite. Our services include expert guidance in Mutual Funds, SIP Planning, Tax-Saving Investments, Insurance Solutions, and more.

We simplify the complex world of investments, helping both first-time investors and experienced portfolio holders make informed and confident decisions. With a client-centric approach and deep market insights, our mission is to empower individuals, families, and businesses with tailored strategies that maximize returns and minimize risks.

Role Description

This is a full-time on-site role for a Relationship Manager located in Nagpur. The Relationship Manager will be responsible for managing client relationships, providing financial advice and investment strategies, conducting portfolio reviews, and identifying new business opportunities. The Relationship Manager will also collaborate with certified financial experts to offer personalized consultation and end-to-end support from planning to execution.

Qualifications

• Client Relationship Management and Customer Service skills
• Experience in Financial Planning, Investment Strategies, and Portfolio Management
• Knowledge of Mutual Funds, SIP Planning, Tax-Saving Investments, and Insurance Solutions
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business, Economics, or related field

Seniority level and Employment type

• Entry level
• Full-time

Mihika Investments is an equal opportunities employer and welcomes applications from all qualified candidates.