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Client Relationship Lead

Client Relationship Lead

Kotak Mutual FundNew Delhi, Republic Of India, IN
1 day ago
Job description

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
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    Client Relationship Lead • New Delhi, Republic Of India, IN

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