Relationship Manager

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