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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.
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
Skills
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Important dates & deadlines?
Application Deadline
11 Sep 26, 04:26 PM IST
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