Relationship Manager

4 days 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.
Relevant Sales experience of 4 to 7 years.
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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