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Relationship Manager - HNI
Kotak Mutual FundNagpur, Maharashtra, India6 days ago
Job descriptionKnowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Should have knowledge of MS Office. Post-Graduation Compulsory NISM VA Compulsory NISM XXIA Compulsory Be part of a growing channel Networking opportunities with UHNI Gain in depth knowledge of various Asset classes
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
Educational Qualifications & Certifications
Growth & Opportunities
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Relationship Manager • Nagpur, Maharashtra, India
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