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[Urgent] Relationship Manager - Mutual Funds Investment Services

[Urgent] Relationship Manager - Mutual Funds Investment Services

Wealth Premier FinservIndia
13 hours ago
Job description

Job Description

Title – Relationship Manager – Mutual Fund 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 :

    herzel@wealthpremier.com

    Whatsapp - 9167369223

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    Relationship Manager • India

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