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Relationship Manager- Institutional /Family Office position - Kolkata

Relationship Manager- Institutional /Family Office position - Kolkata

Rekrut India

2 - 7 years

11 - 18 Lacs

Kolkata

Posted:4 days ago| Platform:

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Skills Required

Amc Sales Institutional Sales

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Work from Office

Job Type

Full Time

Job Description

Hi, Urgent opening Relationship Manager- Institutional /Family Office position location - Kolkata salary - upto 18 / Lacs Compnay Name - Axis Asset Management Company Role Overview As a Relationship Manager specializing in Institutional and Family Office clients, you will be responsible for cultivating and managing relationships with institutional investors, ultra-high-net-worth individuals (UHNWIs), and family offices. Your role will involve providing tailored investment solutions, ensuring client satisfaction, and contributing to the growth of Axis AMC's assets under management (AUM). Key Responsibilities Client Acquisition & Relationship Management: Identify and onboard new institutional clients, including corporates, trusts, cooperative banks, and family offices. Develop and maintain strong relationships with key decision-makers and stakeholders within these entities. Investment Advisory: Understand the unique financial goals and challenges of each client. Provide personalized investment advice and solutions, including mutual funds, PMS, and AIF products. Portfolio Management: Monitor and review client portfolios to ensure alignment with their objectives and market conditions. Provide regular updates and reports to clients on portfolio performance. Business Development: Achieve sales and revenue targets across various investment products. Identify opportunities to deepen client relationships and generate new business through referrals and cross-selling initiatives. Compliance & Reporting: Ensure adherence to regulatory requirements and internal policies. Maintain accurate client records and prepare necessary documentation.

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Rekrut India

www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

197 Jobs

Key People

Amit Tiwari

Founder & CEO
Priya Sharma

Chief Operating Officer

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Relationship Manager- Institutional /Family Office position - Kolkata

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Relationship Manager- Institutional /Family Office position - Kolkata

Experience & Salary

Skills Required

Work Mode

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Job Description

More Jobs at Rekrut India