This job offer is not available in your country.
Relationship Manager - Mutual Funds Investment Services (High Salary)
Wealth Premier FinservPune, Maharashtra, India2 days 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 • Pune, Maharashtra, India
Related jobs
Scope Of Work / Responsibilities : .Involved in the End-to-End Sales process from Lead Generation to Order.Collection and payment Collection.
Generating leads from multiple platforms.Enter and update c...Show moreLast updated: 6 days ago
A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a bidding model.In the business of openi...Show moreLast updated: 19 days ago
![[Apply in 3 Minutes] Preferred Relationship Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Anand%20Rathi%20Share%20and%20Stock%20Brokers%20Ltd)
- Promoted
Manager - Investor Relations & Corporate Development
PazagoPune, IN Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 15 days ago
- Promoted
Oaklane Capital Management LLP - Fund Manager
Oaklane Capital Management LLPPune, India We are looking forMequity fund manager who specialize in value-oriented, risk-controlled investments, prioritizing opportunities with asymmetric payoffs and have a well-proven, verifiable track rec...Show moreLast updated: 30+ days ago
Lead Relationship Manager
preferable.aiPune, MH, inQuick Apply
- Promoted
Investment Banking Analyst
Green HR SolutionsPune, IN Hiring For Multinational National Bank.We are seeking a highly motivated and analytical Investment Banking Analyst to join our dynamic investment banking team.
The ideal candidate will support senio...Show moreLast updated: 15 days ago
- Promoted
Institutional Sales Role - Mutual Fund
Trust GroupPune, India Institutional Sales Role - Mutual Fund Work Experience (highlight) : 1) Profession...Show moreLast updated: 24 days ago
- Promoted
360 ONE - Relationship Manager - Treasury Sales
360 ONE AssetPune, India Title : Treasury Sales Role Overview We are seeking a high-caliber Treasury Service Relationship Manager to ...Show moreLast updated: 4 days ago
- Promoted
Sales & Relationship Manager | Fintech | Upto 50K per month
Dhan SaarthiPune, IN Schedule and deliver product demos for.Follow up with prospects and support conversions.Maintain and update leads in the.
Finance, Business, or related field.Finance knowledge is mandatory.Excellent...Show moreLast updated: 5 days ago
- Promoted
Relationship Manager- CRM
Gera DevelopmentsPune, Maharashtra, India Over 50 years, 62 projects & approx.We not only create premium residential and commercial projects but deliver novel experiences anchored in our values of trust, quality, customer first and innovat...Show moreLast updated: 26 days ago
- Promoted
Relationship Manager - Bank & Wealth Channel - Asset Management Firm
DSP Eminence Consulting ServicesPune, India Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago
- Promoted
Alpha Alternatives - Relationship Manager - Capital Raising - CA / CFA / IIM / ISB / MDI / FMS
Alpha AlternativesPune, India The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show moreLast updated: 19 days ago
- Promoted
Wealth Manager / Investment Manager (Paid Consultancy Opportunity)
RONIN StudiesPune, IN RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 15 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India The Preferred 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 r...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager
Mango AdvisorsPune, Maharashtra, India 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
Vashi Integrated - Relationship Manager
Vashi IntegratedPune, India Client Management & Business Development : - Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.Generate new leads an...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Alpha OrionPune, India About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
Relationship Manager ( RM)
Talent WorxPune, MH, INQuick Apply
- Promoted
NICE - Senior Specialist - Client Relationship Manager
Nice Interactive Solutions India Pvt LtdPune, India Client Relationship Manager At NiCE, we don't limit our challenges.We set the highest standards and execute beyond them.And if you're like...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager -Mid Corporate Business
ConfidentialPune Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.
Analyze financial statements, credit reports, and m...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
KBD Talent Forge India Pvt LtdPune, India Description : About the Role We are seeking an experienced Relationship Manager with a strong background in the automotive passenger vehicle indus...Show moreLast updated: 11 days ago
- Promoted
- New!
[Apply in 3 Minutes] Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India The Preferred 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 r...Show moreLast updated: 1 hour ago