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Axis Asset Management Company
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Relationship Manager-Family Office

Relationship Manager-Family Office

Axis Asset Management Company

8 - 13 years

13 - 23 Lacs

Chennai

Posted:2 months ago| Platform:

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Skills Required

Wealth Management Family Office HNI Mutual Funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

Description Sales & Business Development Identify and pursue new business opportunities to expand the client base. Promote and sell financial products and services to meet sales targets. Client Engagement Proactively communicate with clients to understand their financial goals and needs. Organize and participate in client meetings, including family meetings and strategic planning sessions. Product Knowledge Demonstrate in-depth knowledge of financial products such as Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). Educate clients on the benefits to help them make informed investment decisions. Financial Planning & Advisory Provide comprehensive financial planning and advisory services. Coordinate with internal and external advisors to develop and implement wealth management strategies. Compliance Ensure all client documentation is up-to-date and compliant with regulations. Identify and mitigate potential risks to protect client interests. Maintenance of Existing Investments Oversee and maintain existing client investments. Control redemptions and manage other aspects of investment maintenance to ensure optimal performance.

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Relationship Manager-Family Office