Senior Relationship Manager

1 week ago


Delhi, India Kotak Mutual Fund Full time
Job Role

- Customer interactive role with Portfolio Management experience.- 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)- Knowledge of financial markets (RBI Policies, SEBI Regulations, International Markets, etc.)- Excellent communication skills.- Team Player.- Result oriented.- Open to learn.- Should have knowledge of MS Office.

Educational Qualifications & Certifications

Graduation mandatory

- Preferred additional qualifications MBA- NISM VA Compulsory- NISM XXIA (preferred)

Growth & Opportunities

- Be part of a growing channel- Networking opportunities with UHNI- Gain in depth knowledge of various Asset classes

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