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[Apply Now] Relationship Manager - Mutual Funds Investment Services

Wealth Premier FinservIndia

11 days ago

Job description

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

Experience – 1 - 2 Years.

Compensation – As per Industry Standards.

Contact Details :

herzel@wealthpremier.com

Whatsapp - 9167369223

www.wealthpremier.com

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Relationship Manager • India

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