Relationship Manager

Company Description

Prudent Corporate Advisory Services Ltd. is a leading financial services group offering a diverse range of solutions across Mutual Funds, Insurance, Broking, Fixed Income, Property, Loans, and related products. With over Rs. 83,384 Crore in managed retail assets, Prudent ranks as Indias third-largest retail asset manager. Since its inception in 2000, the company has expanded its network to include 119 branches across 21 states, employing more than 1,300 professionals. Supported by Indias largest network of over 29,000 mutual fund distributors, Prudent continues to help individuals achieve their financial goals while charting a path for sustained growth.

Role Description

This is an on-site, full-time role for a Relationship Manager based in Muktainagar. The Relationship Manager will oversee cultivating and maintaining strong relationships with clients and partners, providing guidance on financial products and services tailored to their needs. The selected candidate will be responsible for achieving sales targets, developing strategies to expand the customer base, assisting clients in investment planning, and delivering exceptional customer service to uphold the companys commitment to excellence.

Qualifications

• Strong relationship management, client servicing, and customer engagement skills
• Knowledge in Mutual Funds, Insurance, and broader financial products
• Ability to provide financial planning and investment advisory services
• Proficient in sales strategy development and achieving sales targets
• Excellent communication skills, both verbal and written
• Proactive, self-motivated, and capable of working independently
• Prior experience in financial services or related industry is preferred
• Bachelors degree in Finance, Business Administration, or a related field is preferred