Relationship Manager

2 weeks ago

Mumbai, India Kotak Mutual Fund Full time

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Team Player.Result oriented.Open to learn.Should have knowledge of MS Office.Educational Qualifications & CertificationsPost-Graduation Compulsory NISM VA CompulsoryNISM XXIA Compulsory Growth & OpportunitiesBe part of a growing channelNetworking opportunities with UHNIGain in depth knowledge of various Asset classes

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    Mumbai, India PurpleFinch Full time

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    Mumbai, India PurpleFinch Full time

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    3 weeks ago

    Mumbai, India PurpleFinch Full time

    Company DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...

  • Relationship Manager

    3 weeks ago

    Mumbai, India PurpleFinch Full time

    Company Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...

  • Relationship Manager

    3 weeks ago

    Mumbai, India PurpleFinch Full time

    Company DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...

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    Mumbai, India upGrad Rekrut Full time

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    7 days ago

    Mumbai, India upGrad Rekrut Full time

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    1 week ago

    Mumbai, India upGrad Rekrut Full time

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