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(20 / 10 / 2025) Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservNagpur, Maharashtra, India4 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
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Relationship Manager • Nagpur, Maharashtra, India
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