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Relationship Manager - Sales - Investment Services (1-3 Yrs) Mumbai (BFSI Sales)

Negotiable
by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
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 (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
ZECRUITERS JOB CONNECT PVT LTD
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