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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