Relationship Manager

3 weeks ago


Sion, India Wealth Premier Finserv Full time

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 - 


  • Relationship Manager

    4 weeks ago


    Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:·     Existing Customers – Relationships...

  • Relationship Manager

    4 weeks ago


    Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:·     Existing Customers – Relationships...

  • Relationship Manager

    4 weeks ago


    Sion, India Wealth Premier Finserv Full time

    Job 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 time

    Job 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,...


  • Sion, India Wealth Premier Finserv Full time

    Job 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 time

    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...

  • Relationship Manager

    4 weeks ago


    Sion, India Wealth Premier Finserv Full time

    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...


  • Sion, India Wealth Premier Finserv Full time

    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...

  • Relationship Manager

    4 weeks ago


    Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:·     Existing Customers – Relationships...


  • Sion, India Wealth Premier Finserv Full time

    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...