Z-2611 | Relationship Manager – Investment Services

Compensation – As per Industry Standards.

Qualification Required– Graduates & NISM VA

MON TO FRI 9 TO 6

SAT 10 TO 1

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 & 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