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Urgent! ▷ (Only 24h Left) Relationship Manager - Mutual Funds Investment Services Job Opening In Mumbai – Now Hiring Wealth Premier Finserv
Job Description
Title – Relationship Manager – Mutual Fund Investment Services
Qualification Required– Graduates & NISM VA or CFP
Job 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, AIF’s, Startups & other Investment Products
· Research & 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 products
Other Requirements – Good Analytical and Communication Skills
· Experience – 1 - 2 Years.
· Compensation – As per Industry Standards.
Contact Details:
herzel@wealthpremier.com
Whatsapp - 9167369223
www.wealthpremier.com
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Unlock Your Only 24h Potential: Insight & Career Growth Guide
Real-time Only 24h Jobs Trends in Mumbai, India (Graphical Representation)
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Great news! Wealth Premier Finserv is currently hiring and seeking a ▷ (Only 24h Left) Relationship Manager Mutual Funds Investment Services to join their team. Feel free to download the job details.
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