Talent.com
Relationship Manager

Relationship Manager

Green Hedge Capitalpune, India
19 hours ago
Job description

Location : Amritsar | Full-time

About Green Hedge Capital

At Green Hedge Capital , we believe that true wealth is built on trust, discipline, and personalized guidance . As a holistic financial firm, we offer a complete range of wealth management services — from investments and stock broking to insurance and portfolio management — all under one roof.

Our goal is simple : to help individuals and families achieve their financial aspirations with clarity and confidence.

Role : Relationship Manager – Mutual Funds & Investments

We’re looking for a Relationship Manager who can connect with clients, understand their goals, and provide strategic investment solutions across mutual funds and other asset classes.

If you’re passionate about financial product distribution and client portfolio management, this role is your opportunity to grow with one of the region’s leading financial firms.

Key Responsibilities

  • Source, engage, and convert prospects into long-term clients.
  • Manage and monitor client portfolios across mutual funds and other investments.
  • Build strong, trust-based relationships with clients.
  • Achieve business targets through consultative and ethical selling.
  • Stay updated on product knowledge and market trends.

Skills & Qualifications

  • Excellent communication and interpersonal skills.
  • Strong understanding of mutual funds, investments, and financial products.
  • Passion for client relationship management and financial planning.
  • NISM Mutual Fund Certification is an advantage.
  • Why Join Us?

  • Be part of a trusted name in wealth management.
  • Opportunity to manage diverse investment portfolios.
  • Transparent, growth-oriented, and collaborative culture.
  • Continuous learning and professional development opportunities.
  • Create a job alert for this search

    Relationship Manager • pune, India

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltdpune, maharashtra, in
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    360 ONE Wealthpune, maharashtra, in
    An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 1 day ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQpune, India
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show moreLast updated: 1 day ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsPune, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialPune, India
    Fingel Management Services Pvt.Economic Inclusion space, focusing on Micro Loans, Micro Insurance, and Micro Savings.We partner with banks and NBFCs to grow their business in these segments, as wel...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutpune, maharashtra, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 1 day ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdpune, maharashtra, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager - Bank & Wealth Channel - Asset Management Firm

    Relationship Manager - Bank & Wealth Channel - Asset Management Firm

    DSP Eminence Consulting ServicesPune, India
    Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Leasing - Sales

    Relationship Manager - Leasing - Sales

    ConfidentialPune
    Originate NTB (New-to-Bank) prospects through direct sourcing and open market channels.Acquire customers and take proposals through to disbursement. Generate revenue by meeting existing customers an...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    SolarSquarePune, Maharashtra, India
    Key Responsibilities : Customer Success Management : Manage core Customer Success activities such as onboarding, training, support, account management, service delivery, up-sells, and advocacy.Map ...Show moreLast updated: 1 day ago
    • Promoted
    Lead Relationship Manager

    Lead Relationship Manager

    SolarSquarepune, maharashtra, in
    About SolarSquare Energy Pvt Ltd.SolarSquare is one of India's top 10 Rooftop solar companies enabling.Relevant Professional Experience : . Scope Of Work / Responsibilities.Involved in the End-to-End ...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager, Wealth

    Relationship Manager, Wealth

    ConfidentialPune, Udaipur, Cochin / Kochi / Ernakulam
    Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.Achieve the Targets set in terms of product mix. Relationship Management profile involving acquiring, growing and ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Alpha OrionPune, India
    About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialPune, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 5 days ago
    Relationship Manager ( RM)

    Relationship Manager ( RM)

    Talent WorxPune, MH, IN
    Quick Apply
    A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a bidding model.In the business of openi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager-Business Banking

    Relationship Manager-Business Banking

    IDFC FIRST Bankpune, maharashtra, in
    Relationship Manager-Business Banking.The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship managemen...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Bandhan AMC Limitedpune, maharashtra, in
    The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives, risk appetite, and investment horizon. She / he will have to create strategic recommend...Show moreLast updated: 1 day ago
    • Promoted
    Lead Relationship Manager

    Lead Relationship Manager

    ConfidentialPune, India
    Scope Of Work / Responsibilities : .Involved in the End-to-End Sales process from Lead Generation to Order.Collection and payment Collection. Generating leads from multiple platforms.Enter and update c...Show moreLast updated: 5 days ago