Relationship Manager
3 days ago
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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