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    Relationship Manager - Sion, India - Wealth Premier Finserv

    Wealth Premier Finserv
    Wealth Premier Finserv Sion, India

    Found in: Talent IN 2A C2 - 2 days ago

    Default job background
    Accounting / Finance
    Description

    Title – Relationship Manager – Investment Services

    Qualification Required– Graduates & NISM VA

    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 & 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:

    ,


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