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Senior Relationship Manager

1 month ago

Jodhpur, India Kotak Mutual Fund Full time

Job Role

  • Customer interactive role with Portfolio Management experience.
  • 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 Requirements

  • Knowledge of personal finance (Taxation, Deductions & Benefits)
  • Knowledge of financial products (Fixed Income & Equity products)
  • Knowledge of financial markets (RBI Policies, SEBI Regulations, International Markets, etc.)
  • Excellent communication skills.
  • Team Player.
  • Result oriented.
  • Open to learn.
  • Should have knowledge of MS Office.


Educational Qualifications & Certifications

Graduation mandatory

  • Preferred additional qualifications MBA
  • NISM VA Compulsory
  • NISM XXIA (preferred)


Growth & Opportunities

  • Be part of a growing channel
  • Networking opportunities with UHNI
  • Gain in depth knowledge of various Asset classes