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Assistant Relationship Manager

Assistant Relationship Manager

Systematix Group

1 - 6 years

1 - 5 Lacs

bandra

Posted:6 hours ago| Platform:

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Skills Required

trading insurance bonds investment client management banking operations equity deposits sales excel fixed deposits relationship management portfolio leadership trading account portfolio management rm mutual funds wealth management finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.
Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc.
Maintaining relationship with client.
Database may also be given to call client and take appointments for RM/AVP

Requirements

Graduate in any stream.
Min. 1 years of experience in client management.
Person should have good Excel knowledge and should be willing to meet clients. Leads and reference shall be given by RM/AVP.

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Systematix Group

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