Posted: 3 months ago
4-10 years
Cochin / Kochi / Ernakulam, Kerala
Digital Marketing/Marketing
work from office
Full Time
Posted: 3 months ago
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Job Description
- Excellent Opportunity for Relationship Manager in Preferred Client Group based Regional Office.
- Key Job Responsibilities -
- To Develop & Manage Client relationships in order to enhance and acquire more AUM.
- Align AUM as per Clients Financial Strategy to reduce Risk, Cost, & Tax also to enhance
- desired returns & Volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients
- On board new relationships -Clients acquisition
- Conduct Marketing activities to increase no of clients managed
- Learn new skills and knowledge to service clients better
- To maintain full ethics in providing services and analysis
- Work closely with the product teams for delivering specialized advice
- Experience Minimum: 4-10 yrs.
- Preferred candidates with Good Stability at least 4-5 years in current company
- Criteria for Recruitment: -
- Qualification PG/MBA from reputed institute or Graduate from good college
- AMFI certification and knowledge of Mutual Funds would be an added advantage
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