Role & Responsibility -Role, Responsibility & Must be Proficient with Software and ProcessesRelationship Manager for Financial Products-Role DefinitionRelationship manager is one who is responsible for handling Client relationship and hand hold the client to make investments in Financial Products such as FD, MF, SGB, Bonds, PMS, AIF etc both trough online and offline mode.Responsibility DeliverableUnderstanding Clients Requirement with respect to Goals, Frequency of Income, Income Profile, Risk Appetite, Return Expectations etc.Undertaking Research for various Financial Products such as Bonds / Mutual Funds (Debt Quants/ Equity Quants Hybrid Quants), AIF, PMS, other Financial Products and thereby recommending the Products as per clients requirements.To onboard a prospective client both through online and offline mode.To recommend products as per clients requirements and risk profile.To assist and handhold clients in making investments (purchase and redemptions) in Financial Products such as FD, MF, SGB, Bonds, PMS, AIF etc.Providing necessary reports to clients for their holdings, performances and capital gains.Reviewing Clients Portfolio and make necessary recommendations on the basis of Market Insights and Client Risk Profiling.Accompany Management or attending various Conference /calls / Meetings of MF / FD Companies/ Asset Managers etc for understanding Market Trends and Insights.Make oneself aware of new products, trends, taxation benefits, software to increase the proficiency in client handling.Participating in the Client Meets / Team Meets.Conducting Marketing campaigns for financial products from time to time.Must be Proficient with Software and ProcessesProficient with Softwares such as Wealth magic, BSE Star MF, FD Portals, Cams Edge, K Fintech, ICCL, NSCCL, CBRICS etcA - FIXED DEPOSIT ONLINE & OFFLINE1. Form Fill, Documentation, Coordinating with client , Depositing Cheques & Submission of forms.2. Checking FDR receipts & Rectification in case of corrections.3. FD entry in Wealth Magic4. Interest Calculation getting it arranged from Companies5. Brokerage Calculation6. Invoice Making, Uploading & Follow-up in case its due7. Updating FD Rates.8. Transmission in case of Death of Holder9. Premature FD Withdrawal10. Renewal of AgreementOnline Portal Mahindra Esarathi & Bajaj Partner PortalOffline HDFC, Godrej & Boyce, LIC Housing , ICICI Home Finance, Bajaj FinanceB - MUTUAL FUND OFFLINE 1. Form Fill, Documentation, Coordinating with client , Depositing Cheques & Email Punching2. Checking Unit allotment and transaction details3. Raising queries with AMC In case of rectification4. TransmissionONLINE1. KYC Online and Offline registration and modification2. Client Register, Fatca Registration3. Order Placement, Redemption, Switch4. Mandate Registration, SIP, STP registration5. Non-Financial Transaction -Change of email ID , contact details6. Checking statement for unit allotment7. Assisting client for approvals & payment8. Follow up with RM and BSE CRS Portal, RTA , AMCOnline Portal BSE Star MF, CAMS Edge , Kfintech , Wealth MagicWEALTH MAGIC SOFTWARE 1 .Capital Gain Report Calculation2. Manual entry - Fixed deposit entries, SGB entry , Bonds , debentures entry3. Scheduling automated services of Reports.4. Tickets raise follow up5. Renewal6. Checking various report SIP Due Report, Transaction Browser, FD due report, SIP Registration Report7. KYC, Purchase redemption Common application formsResearch Undertaking monthly research activity of DEBT QUANTS/ EQUITY QUANTS and HYBRID QUANTSC - BONDS 1. Sending proposals of the bonds, making cash flow and deal confirmations Registration of Investor, order placement , sending deal confirmations2. Follow upPortal used ICCL NDS RST, NSCCL CBRICSD - Other Products 54 EC - Form Fill, Submission, Registrar follow up for allotment in case of delay , Brokerage follow up .RBI Bond - Form Fill , Submission at HDFC Bank , Follow up for brokerageSGB Register Investor, Placing Order , Payment mapping , followup for Brokerage .Portal Used - BSE STAR MF .Minimum Qualification / Expectation - B. Com Graduate, Bachelor of Accounting and Finance (BAF), AMFI Certification, Specialisation in Finance Program.Minimum Requirement Excellent Communication Skills in English, Avid Reader (Circulars / Latest New / Market Trends / Updates)Must have Knowledge -Financial Products such as FD, MF, SGB, Bonds, PMS, AIFWell Versed with Computer (MS Office / InternetMinimum Work Experience - 3-5 YearsGender - FemaleWork Timings - 9.00 a.m. - 6.00 p.m.
