Relationship Manager
Year Mumbai, Maharashtra, India
Job Description
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Profile for Mutual Fund/Wealth Management Manager: We are in the business of financial services and stock broking in the name of GS Wealth for more than two decades and would like to enlarge our team in wealth management. Job description:
+91 8169592281
- Relationship Management of Clients including HNI Clients for Mutual Funds, Life Insurance, Health Insurance, Loan against securities etc.
- Research & Analysis of various mutual fund schemes (category wise) and communicating the same to clients.
- Knowledge of Drafting Financial Plan for clients which can enable them to reach towards their financial goals.
- Execution of Transactions on NSE/BSE Mutual Fund Platform, knowledge of Mutual Fund Back office software & processing of Forms for Mutual Funds, KYC etc
- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement
- Paid sick time
- Work from home
- Morning shift
- Performance bonus
- Yearly bonus
- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
- Bachelor\'s (Preferred)
- Management (Required)
- total work (Required)
- Computer operation (Required)
- English (Required)
- Hindi , English, Marathi (Required)
- 25% (Required)
+91 8169592281
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Job Detail
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Job IdJD3038706
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear