RM ( Mutual Funds Sale)

Description:

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

Job Types: Full-time, Permanent

Pay: ₹9,091.93 - ₹46,052.55 per month

Work Location: In person