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Relationship Manager

3 months ago


Delhi, India Kotak Mutual Fund Full time

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.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 RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Team Player.Result oriented.Open to learn.Should have knowledge of MS Office.Educational Qualifications & CertificationsPost-Graduation Compulsory NISM VA CompulsoryNISM XXIA (preferred)Growth & OpportunitiesBe part of a growing channelNetworking opportunities with UHNIGain in depth knowledge of various Asset classes