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Relationship Manager
Green Hedge Capitalbhopal, India1 day ago
Job descriptionExcellent 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. 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.
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
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Relationship Manager • bhopal, India
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