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Acumen Capital Market India Limited logo
Trainee Relationship Manager Acumen Capital Market India Limited

0.0 - 4.0 years

0 Lacs

chennai, tamil nadu

On-site

As a fresher joining our team, your primary responsibilities will include client acquisitions, conducting meetings, and ensuring timely follow-ups. It will be crucial for you to learn and understand clients" financial goals, risk appetite, and investment preferences to provide them with suitable investment options. You will also be supporting in explaining mutual fund products, their features, and regulatory disclosures to clients. Additionally, you will assist clients with account opening formalities, documentation, and basic servicing needs. Coordination with operations, compliance, and product teams to resolve client queries will be an essential part of your role. You will have the opport...

Posted 3 months ago

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