Relationship Manager

2 weeks ago

Sion Maharashtra, India Wealth Premier Finserv Full time ₹ 2,00,000 - ₹ 6,00,000 per year

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:

Whatsapp

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