Job Description Title – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA or CFP 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, AIF’s, Startups & 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 Other Requirements – Good Analytical and Communication Skills · Experience – 1 - 2 Years. · Compensation – As per Industry Standards. Contact Details: herzel@wealthpremier.com Whatsapp - 9167369223 www.wealthpremier.com
Job Description Title Relationship Manager Investment Services Qualification Required Graduates & NISM VA or CFP 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, AIF's, Startups & 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 Other Requirements Good Analytical and Communication Skills Experience 1 - 2 Years. Compensation As per Industry Standards. Contact Details: [HIDDEN TEXT] Whatsapp - 9167369223 www.wealthpremier.com