Relationship Manager
3 weeks ago
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 & 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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