Job Description

The Role:

Role Overview

We are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.


Key Responsibilities

  • Build and maintain strong client relationships
  • Acquire new clients through lead generation & networking
  • Execute financial transactions with accuracy
  • Provide post-sales service and client support
  • Handle accounting, documentation & compliance
  • Maintain MIS reports for management
  • Strategize and manage social media marketing
  • Stay updated with financial markets & trends

Ideal Profile:

  • Fluent in English & Hindi (Marathi is a plus)
  • Proficient in MS Office (Excel, Word, PPT)
  • Knowledge of Mutual funds & financial products
  • Expertise in social me...

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