Job Description Title– Relationship Manager – Investment ServicesQualification Required – Graduates & NISM VAJob 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 ProductsResearch & 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 productsOther Requirements– Good Analytical and Communication Skills• Experience – 1 - 2 Years. Compensation – As per Industry Standards. Contact Details: info@ 8591947337
Job Title
Relationship Manager - Mutual Funds Investment Services