
RM Mutual Funds
6 days ago
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.
- Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.
- Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc.
- Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
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