Kotak Mutual Fund | Senior Relationship Manager | india
13 hours ago
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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india Kotak Mutual Fund Full timeJob RoleCustomer 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 RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...
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