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Relationship Manager

Company
PPFAS Mutual Fund
Description

Customer acquisition and servicing: -Building relationships with clients -Building the team and teamwork -Organise seminars / presentations to educate investors with a view to promote our fund -Handling HNIs and their relationships -Oversee the investment requirements of existing clients in the Wealth -Management Group -Advising clients on various investment products such as equity / debt mutual funds, tax-free bonds, financial planning etc. Leadership: -Create, build, manage and lead the team, providing appropriate coaching and mentoring along the way. -Set up a strategy for the Investor Relations section
Position
Relationship Manager
Qualifications
-Have a general view of the market, economy, sectors and keep abreast with the current situations -4 to 5 years in a financial services set up such as a Bank / Private Wealth Management / Mutual Fund
Experience
4 to 5 years in a financial services set up
Additional Information
No. of Vacancies
Remuneration
Location
Mumbai