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Senior Relationship Manager - Mutual funds

3 - 8 years

5 - 10 Lacs

Navi Mumbai Thane Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Mutual Funds AMC Mutual Funds Sales MF AUM SIP HNI Client Handling Relationship manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Senior Relationship Manager Location - Thane, MAH Experience required 3+ years & above in Capital market/Investment market . Job description: V entura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Skills required - To manage clients portfolio To develop and maintain a long-term relationship with the customer To onboard and activate customer account Have an existing AUM in MF for 10 Cr, pref worked in wealth profile. Acquisition new client HNI for Alternative business Transfer of existing assets Increasing AUM and SIP book To advise clients for various investment options For Mutual Fund and alternative investment product Interested candidates Kindly share your resume at pallavi.sahu@ventura1.com

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Ventura Securities
Ventura Securities
www.venturasecurities.com

Financial Services

New York

200 Employees

39 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    CFO

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