Relationship Mutual Funds Manager

Company DescriptionIC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have earned a reputation as a trusted partner in the financial industry. Our team of...

Role & Responsibilities:Conduct fundamental research on equities, sectors, and mutual funds.Analyse company financial statements, balance sheets, cash flows, and earnings reports.Prepare valuation models (DCF, comparables, ratios) for stock recommendations.Track macroeconomic indicators, interest rates, and policy changes affecting investments.Evaluate...

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:Key Responsibilities1. Client...

About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

About the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

About the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

Role & responsibilitiesResponsible for acquiring preferred clients (Affluent & Super Affluent).Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.Deepening the wallet from existing...

Company Name :- *SMC Global Securities Limited*Location – Pune ( JM Road )Job Role:- *Relationship Manager - Dealer*Job Responsibilities:-Business/ Operational/ Functional/ Financial Perspective:Ø Execute the orders on behalf of clients by doing pre trade post trade confirmation.Ø Develop and maintain a long-term relationship with customers to...

About the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

Company DescriptionMost firms want you to sell.We want you to care.Since 1994, Vijay InvestEdge has been a premier AMFI Registered Mutual Fund Distributor in Pune, with a primary aim of fostering trust and nurturing strong relationships with every client, we at Vijay InvestEdge have been building something rare in the world of investing—real...