Relationship Manager mutual fundsPMS

2 months ago


New Delhi, India GFL Recruitment Private Limited Full time
  • Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
  • Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
  • To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
  • Regular meetings with Active clients converting the dormant clients into active Clients.
  • Regular Regional visits for HNI client meetings seminars/events.
  • Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
  • The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
This position reports to PCGDesk HeadAcademic requirements : Graduate Or Post GraduateExperience : 712 YearsRelevant experience : 5 YearsTeam handling experience : NAEducation/ExperienceFunctional / Technical Skills
1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills
1. Go get the Approach2. Customer Relationship3. Customer Satisfaction

understanding the markets,good knowledge of capital market,capital market knowledge,regular meetings,sales,business development,academic requirements,team handling experience,go get the approach,hni,capital market,advisory calls,relevant experience,trading and delivery calls,direct brokerage revenues,portfolio management,trading & stock ideas,technical & fundamental stock market reports,advising,customer relationship,customer relationship management,capital,financial planning,customer satisfaction,improve market share,regional visits,market analysis,hn,converting the dormant clients,trading



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