Relationship Manager mutual fundsPMS
Relationship Manager mutual fundsPMS
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Job Description
- Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings seminars/events.
- Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
Education/Experience
understanding the markets,technical & fundamental stock market reports,direct brokerage revenues,business development,advisory calls,team handling experience,converting the dormant clients,regular meetings,advising,portfolio management,market analysis,sales,trading and delivery calls,customer relationship,customer satisfaction,relevant experience,improve market share,go get the approach,capital market,trading,trading & stock ideas,academic requirements,hni,capital market knowledge,customer relationship management,hn,financial planning,capital,regional visits,good knowledge of capital market
Employment Type
Full Time
