
Assistant Relationship Manager
12 hours ago
Job Role: PCG (ARM)
Qualification: Any Graduate
Experience: Minimum 1 years
1) Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.
2) Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc.
3) Maintaining relationship with client.
4) Database may also be given to call client and take appointments for RM/AVP
5) Person should have good Excel knowledge and should be willing to meet clients. Leads and reference shall be given by RM/AVP.
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