- Certification in National Institute of Securities Markets -Series VA : Mutual Fund Distributors Certification Examination is mandatory.- Background: Worked as Virtual Relationship Manager handling High Net Worth Individuals/retail clients, familiar with Mutual Funds, Portfolio Management Services, Insurance, etc.Responsibilities:-- Engaging existing clients via calls/video.- Cross-selling investment products.- Tracking portfolio performance.- Preference will be given to immediate joiners (or negotiable notice period) (ref:updazz.com)
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