No longer accepting applications
▷ High Salary : Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservNagpur, Maharashtra, India17 hours ago
Job descriptionExperience – 1 - 2 Years. Compensation – As per Industry Standards.
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
Contact Details :
herzel@wealthpremier.com
Whatsapp - 9167369223
www.wealthpremier.com
Create a job alert for this search
Relationship Manager • Nagpur, Maharashtra, India
Related jobs
![Relationship Manager - Mutual Funds Investment Services [Urgent]](https://cdn-logos.talent.com/v1/logo/image?feedcode=jobtraffic-in&company_name=Wealth%20Premier%20Finserv)
- Promoted
Manager - Investments and Client Relations
CAGRfundsIndia Salary : 3-4L per annum, basis the experience and suitability of the candidate.Company Description CAGRfunds is a wealth management company that simplifies the investing decision making process.Thei...Show moreLast updated: 30+ days ago
- Promoted
Lead Investment Banking
Acuity Knowledge PartnersIndia The candidate will work with the FX & Rates Solutions team of the Bank across key Asian markets.The client team provides risk management and hedging solutions across FX, Rates and other asset class...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Mango AdvisorsIndia To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show moreLast updated: 30+ days ago
- Promoted
Wealth Relationship Manager
Wise FinservIndia This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow.The role involves client acquisition, financial planning, and portfolio management, with a focus on de...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager - Mutual Funds Investment Services [Urgent]
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 4 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdNagpur, Maharashtra, India The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Peoplemint ConsultantsIndia Hiring for " Senior Relationship Manager-Large Corporate " in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
TIE-UPS Manpower ConsultantsIndia TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain.
Job description- Maximize profit & achievement of growth of client’s portfo...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager
Nuvama Professional Clients GroupIndia Job Title : Sales Strategist – Forex.Business : Nuvama Professional Clients Group (PCG).Locations : Mumbai / Delhi / Kolkata.
Role Type : Mid-Senior Level | Front-End Sales.At Nuvama Professional Clien...Show moreLast updated: 30+ days ago
- Promoted
Service Manager
Anand Rathi Share and Stock Brokers LtdIndia Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of Relationship Managers Assisting Sales on Servi...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager
upGrad RekrutIndia Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show moreLast updated: 30+ days ago
- Promoted
[High Salary] Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 14 days ago
- Promoted
Equity Relationship Manager
InCred CapitalIndia InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 9 days ago
- Promoted
Sales Relationship Manager
Deven ChokseyIndia Role Overview We are looking for a Relationship Manager – PMS Sales to join our growing Wealth Management organisation.The role involves client acquisition, relationship management, and business de...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 20 days ago
- Promoted
Associate Relationship Manager
SmartQIndia We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our clients' requ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
GramPro Business Services Pvt. Ltd.India Recruiting for a leading private sector bank".Experience Required : 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowl...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager - Mutual Funds Investment Services [28 / 10 / 2025]
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 2 hours ago
- Promoted
Relationship Manager
Drip CapitalIndia About Drip Capital We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and mediu...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager
TPIndia This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show moreLast updated: 12 days ago