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Relationship Manager

Relationship Manager

Fastline Recruitment ServicesTrichur, KL,Trivandrum South, KL,Kochi, KL,Calicut, KL, Kerala, India
6 days ago
Job description

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

  • Achieving 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.
  • Technical & Behavioural Competencies

  • Good communication and interpersonal skills
  • Self motivated & Go getter
  • Build Customer Relationship
  • Specific qualifications (if required)

  • 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.
  • Technical & Behavioural Competencies

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    Relationship Manager • Trichur, KL,Trivandrum South, KL,Kochi, KL,Calicut, KL, Kerala, India

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