Senior Relationship Manager
1 week ago
- 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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