Relationship Manager

2 days ago


Nagpur, India Kotak Mutual Fund Full time
Job Role
Meeting 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 Requirements
Knowledge of personal finance (Taxation, Deductions & Benefits)
Knowledge of financial products (Fixed Income & Equity products)
Updated on Current Affairs
Excellent communication skills.
Should have knowledge of MS Office.
Educational Qualifications & Certifications
Post-Graduation Compulsory
NISM VA Compulsory
NISM XXIA Compulsory
Growth & Opportunities
Be part of a growing channel
Networking opportunities with UHNI
Gain in depth knowledge of various Asset classes

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