Entity : Kotak Mahindra Asset Management Co. Ltd. Job Role : Relationship Manager - Sales Location : Delhi Job Role - Meeting the UHNI / Family Office Clients & developing Trust & relationship. - Customer interactive role (B2C role) with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and suggesting different investment avenues to HNI clients. - Acquiring and catering to new HNI clients. - Growing the existing AUM book size. - Products- Mutual Fund/ PMS/AIF / SIF. Job Requirements - Knowledge of personal finance (Different Investments Avenue & Taxation) - Detailed Understanding of financial products (Fixed Income & Equity products) - Updated on Current Affairs - Excellent communication skills. Educational Qualifications & Certifications - Post-Graduation Compulsory (preferably MBA – Finance) - NISM VA Compulsory - NISM XXIA Compulsory Growth & Opportunities - Be part of a growing channel - Networking opportunities with UHNI - Gain in depth knowledge of various Asset classes
Job Title
Relationship Manager - Hni