Relationship Manager

Company Description

Prudent Corporate Advisory Services Ltd. is one of Indias leading financial services groups, offering diversified solutions across Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and other allied products. Since its inception in 2000, Prudent has expanded its reach with 119 branches across 21 states, employing over 1,300 professionals. The company manages assets exceeding Rs. 83,384 crore and ranks as the third largest in terms of retail assets in India. With a network of more than 29,000 mutual fund distributors, Prudent is dedicated to empowering dreams and aspirations for individuals and businesses. Join the Prudent family to grow your career with a progressive organization listed on both BSE and NSE.

Role Description

This is a full-time, on-site role for a Relationship ManagerMutual Funds, located in Kochi. Key responsibilities include building and managing relationships with partners and clients, addressing queries around mutual fund products and services, driving business growth, and achieving sales targets. You will also be responsible for guiding clients on investment opportunities, performing market analysis, and ensuring excellent client engagement to enhance customer satisfaction and retention. Collaboration with internal teams to align business strategies will also form a critical part of this role.

Qualifications

• Strong understanding of mutual funds, investment products, and financial markets
• Excellent client relationship management, networking, and interpersonal skills
• Competence in sales, business development, and target achievement
• Effective communication, presentation, and problem-solving abilities
• Proficiency in market analysis and financial planning for client portfolios
• Minimum educational qualification of a bachelors degree in finance, business administration, or a related field
• Relevant certifications like NISM or AMFI will be an added advantage
• Prior experience in mutual fund distribution or financial services is highly preferred