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Relationship Manager - Wealth Management (IPO & MF) - MumbaiClick To Expand

Location Mumbai
Department Wealth Management (IPO & MF)
No. of Openings 1
Age 24 - 30
Qualifications Mcom, MCA, Msc Finance, MBA
Experience in Years 1 -2
Scope and Responsibilities
  1. Advising Clients for their investments in third party distribution products like mutual fund, IPO, bonds, FD, Insurance.
  2. Client Visits on pan India basis and conducting engagement activities.
  3. Co-ordination amongst team and support staff for smooth operations.
  4. Being updated with latest developments affecting the industry.  
  5. Participating in Seminar, Meetings for knowledge enhancement and networking.
  6. Making presentations to investors.
  7. Tracking MIS of business. 
Candidate Profile
  1. Strong Verbal and Written Communication Skills.
  2. Strong at Number Crunching.
  3. Presentation Skills.
  4. Client Engagement.
  5. MS Office.  
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Associate RM - Wealth Management (IPO & MF) - MumbaiClick To Expand

Location Mumbai
Department Wealth Management (IPO & MF)
No. of Openings 1
Age 21 - 28
Qualifications BCA, MCA, Bsc IT, BE, MBA
Experience in Years 1 - 2
Scope and Responsibilities

1.     Co -ordination with vendors and exchange, third party distributors etc.

2.     Assisting Team members in handling systems.

3.     Assisting in preparation of required documents.

4.     Assisting RM to get data from systems and acts as a support to RM.

5.     Data Analytic and Management.

6.     Monitoring of online systems.

7.     Managing Client Queries.

8.     Co ordination for specific queries related to MF Portfolio.             

Candidate Profile
  1. Strong at Number Crunching.
  2. MS Office. 
  3. Good Communication Skills.

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