Relationship Manager

1 week ago

Sion, India Wealth Premier Finserv Full time

Job Description

Title – Relationship Manager – 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:

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