Relationship Manager
3 weeks ago
Job Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing client portfolios, developing and implementing investment strategies · Get the Risk Profiling Done · Portfolio Reviews with Clients · Get Investment Top ups and increased Wallet Share · Get References · New Customers · Responsible for Adding New Relationships & Acquire NRI Relationships · Arranging for Investor Awareness Programs in Corporates · Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products · Research & Knowledge · Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news · Attending Fund Manager Calls and Product calls and Meetings · Get Acquainted with Morning Star Research Platform and other Software’s for Analysis · Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products Other Requirements – Good Analytical and Communication Skills · Experience – 1 - 2 Years. · Compensation – As per Industry Standards. Contact Details: Whatsapp -
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						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:· Existing Customers – Relationships...
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						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:· Existing Customers – Relationships...
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						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client...
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						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios,...
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						Relationship Manager
4 days ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client...
 - 
					
						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing client portfolios, developing...
 - 
					
						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing...
 - 
					
						Relationship Manager
4 days ago
Sion, India Wealth Premier Finserv Full timeJob Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing client portfolios, developing...
 - 
					
						Relationship Manager
4 weeks ago
Sion, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships...
 - 
					
					
Sion, India Wealth Premier Finserv Full timeJob Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required– Graduates & NISM VA or CFP Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing client portfolios, developing...