Entity : Kotak Mahindra Asset Management Co. Ltd.Job Role : Relationship Manager - SalesLocation : DelhiJob RoleMeeting 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 RequirementsKnowledge of personal finance (Different Investments Avenue & Taxation)Detailed Understanding of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Educational Qualifications & CertificationsPost-Graduation Compulsory (preferably MBA – Finance)NISM VA CompulsoryNISM XXIA CompulsoryGrowth & OpportunitiesBe part of a growing channelNetworking opportunities with UHNIGain in depth knowledge of various Asset classes
Job Title
Relationship Manager - HNI