No longer accepting applications
Apply in 3 Minutes! Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservIndia13 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
Create a job alert for this search
Relationship Manager • India
Related jobs
- Promoted
(Urgent Search) Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservNagpur, Maharashtra, India Job Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required– Graduates & NISM VA or CFP Job Responsibilities : • Existing Customers – Relationships Mapp...Show moreLast updated: 9 days ago
- Promoted
▷ Urgent! Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 7 days ago
- Promoted
Senior Relationship Manager
AssetPlusIndia Role : Senior Relationship Manager.Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses / manage investments digitally.
The mutual fund industry in ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Vivriti CapitalIndia Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - SME Liabilities
Standard Chartered BankIndia This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 2 days ago
- Promoted
▷ (Urgent) Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdIndia The 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 relationshi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Financial Institution
YES BANKIndia Market Assessment and Business Development § Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segmen...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager - Financial Institutions
YES BANKIndia Market Assessment and Business Development § Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segmen...Show moreLast updated: 7 days ago
- Promoted
Relationship Mgr
Standard Chartered BankIndia This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 2 days ago
- Promoted
Wealth Manager
Moneyfrog Financial Services Pvt. Ltd.India Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : .Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 30+ days ago
- Promoted
Senior Relationship Manager
Piramal FinanceIndia Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform - Working on deal life cycle (helping with origination, de...Show moreLast updated: 30+ days ago
- Promoted
Equity Relationship Manager
InCred CapitalIndia InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 5 days ago
- Promoted
Relationship Manager - Mutual Funds Investment Services
Wealth Premier FinservIndia Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped.
Responsible for managing relationships wi...Show moreLast updated: 15 days ago
- Promoted
Straive - Engagement Lead / Client Partner - Investment Management
SPI TECHNOLOGIES INDIA PRIVATE LIMITED, India Job Title : Engagement Lead / Client Partner - Investment Management Type : Full-Time Location : Remote (US) Job Overview : Show moreLast updated: 11 days ago
- Promoted
Associate Relationship Manager
SmartQIndia About SmartQ : We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our...Show moreLast updated: 30+ days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdIndia The 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 relationshi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
TPIndia This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager
Drip CapitalIndia We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 7 days ago
- Promoted
- New!
Investment Portfolio Manager
Yubi MarketsIndia, India, India We bring together a whole range of products which are designed to enable growth for wealth managers and investors.All of this through a powerful technology platform which simplifies complexities & ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Equity Relationship Manager [Immediate Start]
InCred CapitalIndia InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 1 hour ago