Relationship Executive

6 days ago

new delhi, India beBeeRelationship Full time

Key ResponsibilitiesEstablish strong, trusting relationships with clients.Leverage portfolio management expertise to interact effectively with customers.Collaborate closely with portfolio/investment engineers to design tailored portfolios.Offer expert advice to high net worth individuals on various investment options.Pursue new high net worth individual clients and grow existing assets under management.Focus on mutual funds, portfolio management services, and alternative investment funds.Necessary SkillsKnowledge of personal finance, taxation, deductions, and benefits.Up-to-date understanding of financial products, including fixed income and equity products.Exceptional communication skills.QualificationsA postgraduate degree is mandatory.Obtaining NISM VA certification is a requirement.Holding NISM XXIA certification is also necessary.

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