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Relationship Manager
Fastline Recruitment ServicesTrichur, KL,Trivandrum South, KL,Kochi, KL,Calicut, KL, Kerala, India6 days ago
Job descriptionAchieving the Business target assigned to branch in terms of, assets Aum and SIP book , acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number NISM Series-XXI (A) - PMS Distributors Certification Examination will be an added advantage Insurance Corporate Agency Licence (SP - Certificate) (for Insurance) will be an added advantage.
Direct Responsibilities
- Acquiring new clients with benchmark assets.
- Increase the total assigned SIP book from allocated and new clients.
- Adding overall AUM by gathering assets from existing and new clients.
- Increasing the basket of clients having AUM.
Contributing Responsibilities
Technical & Behavioural Competencies
Specific qualifications (if required)
Technical & Behavioural Competencies
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Relationship Manager • Trichur, KL,Trivandrum South, KL,Kochi, KL,Calicut, KL, Kerala, India
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