Relationship Manager

1 week ago


Sion, India Wealth Premier Finserv Full time

Job Description

Title – Relationship Manager – Investment Services

Qualification Required – Graduates & NISM VA or CFP

Job Responsibilities:

· Existing Customers – Relationships Mapped

· Responsible for managing relationships with clients & providing investment advisory services

· Monitoring and managing client portfolios, developing and implementing investment strategies

· Get the Risk Profiling Done

· Portfolio Reviews with Clients

· Get Investment Top ups and increased Wallet Share

· Get References

· New Customers

· Responsible for Adding New Relationships & Acquire NRI Relationships

· Arranging for Investor Awareness Programs in Corporates

· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products

· Research & Knowledge

· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news

· Attending Fund Manager Calls and Product calls and Meetings

· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis

· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products

Other Requirements – Good Analytical and Communication Skills

· Experience – 1 - 2 Years.

· Compensation – As per Industry Standards.

Contact Details:

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  • Sion, India Wealth Premier Finserv Full time

    Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:·      Existing Customers – Relationships Mapped·      Responsible for managing relationships with clients & providing investment advisory services·      Monitoring and managing client...


  • Sion, India Wealth Premier Finserv Full time

    Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:·      Existing Customers – Relationships Mapped·      Responsible for managing relationships with clients & providing investment advisory services·      Monitoring and managing client...


  • Sion, India Wealth Premier Finserv Full time

    Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:·      Existing Customers – Relationships Mapped·      Responsible for managing relationships with clients & providing investment advisory services·      Monitoring and managing client...


  • Sion, India Wealth Premier Finserv Full time

    Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required – Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and...


  • Sion, India Wealth Premier Finserv Full time

    Job Description Title – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: ·      Existing Customers – Relationships Mapped ·      Responsible for managing relationships with clients & providing investment advisory services ·      Monitoring and managing client...


  • Sion, India Wealth Premier Finserv Full time

    Job Description Title – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: ·      Existing Customers – Relationships Mapped ·      Responsible for managing relationships with clients & providing investment advisory services ·      Monitoring and managing client...


  • Sion, India Wealth Premier Finserv Full time

    Job Description Title – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities: ·      Existing Customers – Relationships Mapped ·      Responsible for managing relationships with clients & providing investment advisory services ·      Monitoring and managing client...

  • Relationship Manager

    2 weeks ago


    Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:·     Existing Customers – Relationships...


  • Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:·     Existing Customers – Relationships...


  • Sion, India Wealth Premier Finserv Full time

                                                                               Job DescriptionTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFP Job Responsibilities:·     Existing Customers – Relationships...