[Only 24h Left] Relationship Manager

4 weeks ago


Delhi India Kotak Mutual Fund Full time

Job Description 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. Educational Qualifications & Certifications - Post-Graduation Compulsory - NISM VA Compulsory - NISM XXIA Compulsory



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